214 1/2 S. Washington Street, Naperville, IL 60540

Estate Planning, Wills and Trusts
Roscich & Martel Law Firm, LLC

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Estate Planning, Wills and Trusts

Estate Planning, Wills and Trusts

Preparation of a will is one part of the estate planning procedure.  We also consider the need for various types of Trusts, Powers of Attorney and Living wills to create documents to best serve your estate plan.  Unlike pre-printed computer forms, we think abut what you need.  Every person is unique and, therefore, no one document is suitable for everyone.

In assessing which documents are necessary to accomplish your goals and best serve your particular needs, we consider the following:

  • The make-up of your estate
  • How you want your estate distributed, to whom and when 
  • Estate and inheritance tax possibilities
  • Whether trust for you or your children are appropriate 
  • Probate avoidance
  • The physical care of your minor children in your absence
  • The need for living directives and resuscitation desires
  • The management of your property if you are disabled
  • And many other issues

At your initial Will conferences, we will consider the above, advise you of your options and make recommendations.  You should come prepared with the following information:

  • Value of all assets including life insurance
  • Persons to be appointed to act as representatives of you or your estate (executor, trustees, argents for Powers of Attorney)
  • Persons to care for your children in your absence (guardians)

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