We take the time to listen to you. We are genuine and sincerely care. When it comes to long term life planning, McWilliams Law offers the peace of mind that comes with asking the right questions and preparing for unexpected circumstances. If you are anticipating a major life event, such as a wedding, the birth of a child, an unexpected inheritance, or transitioning to an assisted living facility, now is the time to talk to an attorney. When it comes to caring for an aging loved one, we are sensitive to both the Elder client and their family's needs.
We support individuals and families with legal matters including but not limited to:
- Medical proxy / Health Care Power of Attorney
- Durable Powers of Attorney for financial and other matters
- Last Will and Testament
- Family Trusts, including codicils or amendments
- Document research and discovery
- Planning for the birth of a child or disability of a loved one
- Disposition of the client's personal and real property
- Renovating the client's or a family member's home for accessibility
Do I need to update my estate plan? Review the Checklist:
Ask yourself if any of these changes have occurred in your life since you executed your current will or trust.
- Have you married or divorced?
- Have relatives or other beneficiaries, or the executor/personal representative died? Or has your relationship with them changed substantially, and no provision is made in your will or trust for this contingency?
- Has the mental or physical condition of any of your relatives or other beneficiaries or of your executor/personal representative changed substantially?
- Have you had children or grandchildren, or have children gone to college or moved out of, or into, your home?
- Have you moved to another state?
- Have you bought, sold, or mortgaged a business or real estate?
- Have you acquired major assets (car, home, inheritance, etc.)?
- Have your business or financial circumstances changed significantly (estate size, pension, salary, ownership)?
- Has your state law (or have federal tax laws) changed in a way that might affect your tax and estate planning?