Practice Group | Bassford Remele
Estate Planning
At Bassford Remele, we provide comprehensive estate planning services tailored to meet the unique needs of each client. Our practice is dedicated to helping individuals and families identify their concerns and goals, protect their assets, ensure their wishes are respected, and provide for their loved ones. Our experienced attorneys work closely with clients to craft personalized estate planning strategies that provide peace of mind and security for the future.
Estate Planning Services:
- Wills and Trusts: We assist clients in drafting wills and establishing trusts that reflect their personal and financial goals. We ensure that your estate plan is structured to minimize potential disputes and provide clear instructions for the distribution of your assets.
- Tax Planning and Strategies: We provide personalized and informed guidance on minimizing or eliminating estate and gift taxes through strategic planning and tax-efficient strategies. This includes utilizing A-B trusts, charitable donations, and other advanced techniques. Our attorneys stay current with the latest tax laws and regulations to help preserve your wealth for future generations.
- Beneficiary Designations: We ensure that beneficiary designations are up-to-date for retirement accounts, life insurance policies, and other assets to avoid unintended consequences and probate.
- Power of Attorney: We create durable powers of attorney for health and financial matters, ensuring that clients' wishes are respected in the event of a disability or incapacitation.
- Business Succession Planning: For business owners, including farmers and ranchers, we develop succession plans that ensure the smooth transition of ownership and management, protecting both personal and business assets.
- Estate Plan Reviews: We ensure your estate plan aligns with your current circumstances, family dynamics, and the ever-changing law.
- Elder Care Planning: We focus on the needs of families and individuals as they age and near the end of their lives, such as properly planning in case of incapacity, prevention of elder abuse, and asset protection so you do not lose your home and life savings to ever-increasing nursing home costs.
Our approach is centered on providing personalized service, taking the time to understand each client's unique circumstances, values, and goals. We believe in fostering long-term relationships, regularly reviewing and updating estate plans to reflect changes in clients’ lives and the law.
By working with our estate planning team, families can:
- Protect Assets: Structure their estate plan to minimize potential disputes, safeguard assets from unnecessary taxes, and provide clear instructions for distribution that align with their wishes and goals.
- Ensure Family Security: Provide for the well-being of loved ones, including minors, and those with special needs.
- Maintain Privacy: Utilize trusts and other strategies to keep estate matters private.
- Plan for Incapacity: Ensure that financial and healthcare decisions are made according to their wishes, if they become unable to act for themselves.
We offer a complimentary first consultation. Our commitment is to deliver exceptional guidance with compassion and understanding, helping clients achieve peace of mind knowing their legacies are secure.