ESTATE PLANNING & WEALTH PROTECTION

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Wealth management and estate planning are two essential components of financial planning that go hand in hand. Whereas wealth management involves managing assets, investments, and business interests to achieve long-term financial goals, estate planning focuses on ensuring affairs are in order and assets are distributed according to a person’s wishes after they pass away. By combining these two legal areas, Dever Law Firm hopes to give clients the best opportunity to plan for their financial futures and protect their legacies. 

Whether it is preparing your business or your family for their next chapter, we provide a seamless transition to the next generation of ownership.

Leave your family a legacy by allowing us to help you create and update your estate plan.

When a dispute occurs among loved ones, Dever Law Firm will ensure your rights are protected in probate court.

When family members run off with your assets, we can pursue making you whole again.

In instances when loved ones are no longer able to care for or make decisions for themselves, we can assist in establishing a guardianship.

Early planning for Medicaid services can provide protection for your loved ones and help assist in obtaining long-term care.

Powers of attorney allow you to appoint others you trust to make decisions on your behalf in the event you are not able to act for yourself.

After the passing of a loved one, we can assist you and your family in finalizing their affairs in probate court.

If a loved one lives with special needs, we can assist you in ensuring their independence is maximized and their quality of life is as high as possible.

Whether it is the estate tax, the gift tax, or issues with potential income taxes for investments, we can assist in advising you how to put your family in a position for financial success.

If a trust has been established and you have questions in managing it, we can assist in administering the trust for the beneficiaries.

Sometimes estate plans need more than a will. We can help you in the creation of trusts to protect your family and help leave a legacy for your loved ones.

Wills aren’t automatically admitted in probate court. If you feel a will was written by a compromised loved one or does not comply with law, you may be able to contest the will in probate court.

A will is the bedrock document for your estate plan. We will help draft your will to ensure your desires are met and your children are protected.