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Tailoring An Estate Plan Or Trust According To Your Goals And Needs

At R. Lee & Associates, P.C., our estate and trust planning practice focuses on providing personal, in-depth counseling to individuals and families on the accumulation, preservation and transfer of their property in accordance with their objectives. The primary goal is to provide clients throughout Indiana with complete assurance that their estate and financial affairs will be handled appropriately and efficiently in the manner they designate and to achieve financial protection and security for their family members.

We are committed to ensuring that our clients and their families have a favorable estate planning experience. Each client is guided through the estate planning process with a close evaluation of the client’s unique goals and objectives, family characteristics and current and projected estate.

Our Process And Clients

We candidly discuss how long the process will take, what is required from clients and the likely fees. We also work closely with our client’s financial advisors, accountants and other professional advisors to create the most comprehensive estate plan possible. When the time arrives to administer an estate or trust, we are equipped to guide clients through this process.

Our estate planning clients are a diverse group of individuals and families in various stages of life, family blends and assets levels. Two particular focuses of our estate planning practice are planning for those with minor children and for business owners.

Helping Parents Protect Their Children

Parents of minor children face many critical decisions concerning the well-being of their children. We spend considerable time with parents on the many considerations in selecting the appropriate guardian for their children and developing strategies to ensure sufficient assets are available and preserved for their children’s support and education.

Taking Steps To Allow Business Owners To Safeguard Their Interests

For business owners, we work closely with clients to develop plans to preserve their current interests and to develop succession plans in the event of death, disability or retirement. Whether you need assistance with a buy-sell agreement or other commercial matter, you can depend on us to provide knowledgeable advice about your options before you pursue a course of action. All planning for business owners is coordinated with those services provided in the business law practice area.

Incorporating Legal Tools That Build Effective Estate Plans

Documents we routinely prepare for clients include:

  • Wills
  • Trusts for children and other beneficiaries
  • Financial powers of attorney
  • Health care advance directives
  • Revocable living trusts and irrevocable trusts

In the preparation of documents, we carefully consider all relevant tax issues and we strive to retain maximum flexibility while accomplishing clients’ wishes. We highly value the trust that our clients place in us in this sensitive area and look forward to the opportunity to assist clients in developing their estate plan.

Learn More About Our Services Today

Take the first step toward securing your peace of mind and your legacy when you contact our office. For your convenience, you can reach an experienced attorney at our firm via our online form or by calling 317-597-5880.

Please read our Estate Planning Overview For Clients and complete our Confidential Estate Planning Questionnaire prior to your consultation meeting.