James A Wickre Attorney

James A Wickre Attorney
Let me help you develop an estate plan that fits your needs.

Thursday, May 29, 2014

What to Do When a Loved One Dies

In the last few weeks I have been working on a "checklist" for loved ones to use when a friend or relative dies.  Often relatives feel overwhelmed in trying to grieve for a loved one and at the same time,  the task of closing out the deceased financial affairs.  In order to help with this process, I have developed a 6 page checklist with some helpful ideas for my clients in an effort  to make their job easier. I know many funeral homes have lists but they always seemed to me to be incomplete. I have organized the list to include:
1. Documents Needed,
2. Things to do Immediately,
3. Funeral Arrangements,
4. To Do Before the Funeral,
5. To Do After the Funeral,
6. Legal and Financial,
7. Licenses, Accounts & Memberships,
8. Dealing with Real and Personal Property, and
9. Miscellaneous

Probate is often  a last resort  and I work hard for my clients, depending on the facts, to find a less expensive alternative.  If you would like the list, please call for an appointment to review the facts of your loved ones financial affairs.

Even if the deceased had a Revocable Living Trust, a consultation and checklist can be important in getting the Successor Trustee started on their important job. Over the years I have also developed instructions for Successor Trustees who need guidance and help in understanding their job. It sets forth their rights and responsibilities as Successor Trustee.

 I have served as a Successor Trustee and Personal Representative for my own family and for clients so I understand the "nuts and bolts" of the jobs and often have practical solutions for common issues. I have given advice on many wills and trusts that were prepared by other attorneys or even prepared by non attorneys.

However, keep in mind no list is ever intended to fit every situation and is not a substitute for the advice of an attorney experienced in Estate Planning, Probate and Probate Alternatives.

Wednesday, May 21, 2014

Revocable Living Trusts

I have been preparing estate plans for my clients since 1975. In that time I have used Revocable Living Trusts as a valuable tool to the help many of my clients avoid probate and plan for incapacity. Many of my clients planning for their senior years want to remain in their home. A trust can offer help to insure that these wishes and desires are honored.

A REVOCABLE LIVING TRUST can also insure that your loved ones will not have to take the time and expense of probating your estate after your death.

Under a REVOCABLE LIVING TRUST you have complete control over your property and other assets. You can change the trust at any time or you can revoke it. You can do anything with your property that you can do with it now.

Unlike some, I am not in the business of selling trusts. It is possible you do not need a trust. If that is the case, I will tell you. You may need just a "Simple Will" A trust is just one of many estate planning tools and each estate plan needs to be tailored to fit your needs and desires. I am in the profession of giving legal advice so that you are fully informed of your options and so you can make an informed decision. I will implement your plan with your help in a collaborative effort to establish your estate plan.

"Let me help you develop an estate plan that fits your needs."

Please call for fees. We will gladly give our fees by phone for most of our legal services. Most of our fees are done on a flat fee basis. Call 541 772-3371

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Wednesday, May 14, 2014

Our Services

A Partial list of our services:

  1. Simple Wills
  2. Revocable Living Trusts
  3. Powers of Attorney
  4. Powers of Attorney for Healthcare
  5. Advance Directives to Physicians
  6. Special Needs Trusts
  7. Income Cap Trusts
  8. Irrevocable Trusts
  9. Spendthrift Trusts
  10. Pet Trusts
  11. General Estate Planning
  12. Alternatives to Probate
  13. Small Estate Affidavits
  14. Probate if necessary
  15. Adoptions
  16. Name Change
  17. Guardianships
  18. Conservatorships
  19. Deeds
  20. Forming Corporations
  21. Forming LLC's (Limited Liability Companies)
We are happy to give out our fees by phone for many of our legal services. Just call (541) 772-3371