The Law Offices of Carol Bertsch, PC
Assisting Seniors, Helping Families

Estate Planning

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Benefits of Estate Planning and Asset Protection

Proper estate planning is important because it affords you the ability to protect and secure your interests in the event of foreseeable and unforeseeable life changing issues. A common misconception about estate planning is that it is only for the ultra-wealthy and elite. Your particular life circumstances, age, level of wealth, or other factors do not preclude your ability to leverage the value and importance of proper estate planning. The bottom line is that almost all people should have an estate plan in place to protect their property and assets. Estate planning will also serve the critical role of distributing property and assets to family upon death, rather than have those assets disputed over, taxed at higher rates, or held up in the court systems.

Comprehensive estate planning involves an alliance with an attorney who has a full understanding of probate, trusts, retirement accounts, and government laws. An experienced estate planning attorney will do everything within the law to protect your interests and ensure your property is transitioned in the right way to the right beneficiary in the event of death, incapacity, or disability.

You can trust The Law Offices of Carol Bertsch, P.C. to help you navigate the legal maze of estate planning. Carol has helped countless individuals and couples facilitate estate planning. Whether you are in need of help with estate planning, Medicaid eligibility, guardianship, trust administration and fiduciary duties, or special needs planning, The Law Offices of Carol Bertsch, P.C. can help.


The Estate Planning Process

Estate planning begins with an analysis of your personal and family goals. Sit down with us and we will review your assets in detail. We will then generate a plan according to your priorities and desires. Your estate plan will likely include a will, trusts, a power of attorney, a medical directive, and a healthcare proxy. You may require multiple types of trusts to guard your assets from government entanglements. Perhaps you will desire a trust as a means of preventing your inheritance from being depleted by certain family members. We can handle these responsibilities so you can live without worry, knowing that your interests are served.


Safeguard What You Have Worked so Hard to Earn

The perfect estate plan will do more than protect the integrity of your assets in the years to come. It will also help in the management of your personal health care and financial requirements in a way that you prefer should you lose the ability to consciously manage them for yourself. In the end, you can trust our team to build a properly constructed estate plan that is personalized to your unique desires and needs. Additionally, our team will be at your call to answer questions and make any needed updates to accommodate changes in circumstances. Please call (210) 892-4555 to schedule an appointment.