Gordon & Ashworth, P.C. provides customized solutions to your estate planning needs.
Our work includes:
• Wills
• Powers of attorney
• Living wills with advance healthcare directives
• Special needs trusts for disabled or elderly persons
• Trusts for minors
• Revocable living trusts
• Irrevocable trusts (usually for tax planning purposes)
• Disclaimer trusts
• Life insurance trusts
• Annuities
• Charitable trusts
• Qualified Terminal Interest Property Trusts
• Grantor Retained Annuity Trusts
• Medicaid planning
• Executors representation
• Beneficiary representation
• Will contests
• Advocacy for charities
Reasons to update your estate plan:
• Major tax changes in that would indicate the need to change your will or trust.
• Marriage
• Divorce
• The birth of a child
• The death of a loved one
• Your children are no longer minors
• Serious illness of a family member or yourself
• A move to a different state
• A substantial increase or decrease in your wealth
• Purchase or sale of real estate
• Approaching mandatory distributions from IRA accounts
• Purchase or sale of a family business
• The desire to make arrangement to pass on a family business
• A desire to make a large charitable gift
• The death or incapacity of a previously chosen executor
• Merger of a trust company previously listed as a trustee or executor
• A major change in federal or state tax laws
