Putting together the pieces of your puzzle
In estate planning, everyone’s puzzle is different. We all have different sized and shaped pieces for our family, financials, and goals. Ultimately, we have an ideal vision of our puzzle, fully assembled, once we are gone. Everyone gets what they want, when they want, how they want. However, in order to achieve this perfectly-assembled puzzle, careful planning is necessary.
At Funke Law, we are here to discuss your personal pieces, in a trusted environment, and advise you on your individual situation and goals. See below for our areas of practice and how we can help you assemble your puzzle.
Wills, Trusts and Estate planning
Estate planning is certainly not a one-size-fits-all area of our lives. With all the information out there, it can be overwhelming to even know where to begin. Paul will explain in clear, simple language the wide variety of planning options available to an individual or a couple, from simple joint ownership and beneficiary designations to complex trusts with multiple beneficiaries.
Guardianship & conservatorship
People sometimes become incapacitated due to age, illness or injury. In those cases, it may be necessary for a family member, friend or independent party to be appointed as a guardian or conservator in order to have the legal authority to care for the incapacitated person. Paul can help guide you through this very difficult endeavor.
Business Succession Planning
A large part of the estate planning process may include planning for your family business. Paul will help ensure that your business is in good hands when you decide to retire, whether that involves helping you sell the business or ensuring that your business transitions successfully from one generation to the next.
estate litigation
Paul knows that differences can occasionally arise among beneficiaries of trusts and estates or between fiduciaries and beneficiaries. In the event of a dispute relating to a trust or estate, Paul will partner with you to resolve the issue in an efficient, respectful manner.
Probate and trust administration
When a death occurs, Paul can help guide you through the estate or trust administration process, provide advice about probate and non-probate assets and guide you through the tax issues that may arise.