Estate Planning, asset protection & Trusts

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We have been helping families preserve and protect their estates from excessive legal fees, court costs, and the probate system for decades. Many people that come to us have been told that their estate is not large enough to justify a Living Trust, however, upon a thorough review of their needs, resources, and the desired outcome, we often find that is simply not the case. 

Through proper planning and following sound methods appropriate for their resources, needs, and desired outcomes, we have been able to save families thousands of dollars.  Not all assets are subject to probate, we can help you understand the various options available to you so you can make an informed decision. When making such critical decisions, it is important to be sure it is your best interest that is being served. 

Sadly, it is only after the loss of a loved one, where the family is subjected to lengthy and expensive delays with the probate courts, that people realize they don't want their family members to suffer the same experience. Too often, this unnecessary expense and aggravation could have been avoided with some early planning. Tomorrow is promised to no one, the time to plan is today!    

Call us today at (505) 897-2207 for a free consultation to find out how we can help you maintain your privacy, secure your family estate in the most cost-effective way, and protect your family from Probate. 

While having a Will is certainly better than not having any written plans at all, a Will is not protected from Probate. Probate is the judicial procedure to prove a valid Will to the satisfaction of the court. If you don't plan ahead for what your wishes are, and should you die intestate, (a person who has died without a valid will) the State will decide how to distribute your estate for you, by statute; this does not always match the outcome you would have chosen.    

Probate is conducted in every jurisdiction where you own real estate and records are open to the public. We can educate you as to how to protect your loved ones' privacy and protect your estate from potential unfounded claims. 

Over the years, we have had cases come to us after a family's inheritance was completely lost, or heavily depleted due to unforeseen events. There can be many reasons for this, it can be as a result of something as simple as not doing the necessary paperwork for changes in a timely manner. Other times, it can be as a result of something more nefarious, such as document fraud or embezzlement by family members or unethical professionals.

Most people think these situations "will never happen to them."  Learn how you can be proactive in protecting your family's hard-earned wealth and legacy from such unforeseen and, often, dire consequences.