Estate Planning

Leave a Legacy with Estate Planning

At Wasson & Thornhill our focus has been on bankruptcy and debt relief; however, we like to see things through so we brought in Attorney Shelley Dowell who offers services that can help everyone, including our post-bankruptcy clients, plan for a bright financial future. These services include:

  • Wills
  • Living Wills
  • Powers of Attorney
  • Trust Preparation
  • Special Needs Trusts
  • Medicaid Planning

Estate planning means different things to different people.  The common thread is usually one’s desire to plan for pre- and post-death objectives, which always includes concern for family and most often includes asset protection and transfer.  The alternative to creating an estate plan is dying intestate and allowing state laws to dictate the disposition of your assets.

Everyone needs an estate plan regardless of age and asset level.  Estate planning is not simply a set of documents.  Estate planning requires counsel as to how one’s assets work together and how best to transfer those assets to loved ones.  Additionally, estate planning is also about transferring values and leaving a lasting legacy.

A proper estate plan should include a will or trust, a durable power of attorney, a healthcare power of attorney, a HIPAA directive and a living will.

A will directs the distribution of your assets after your death.  A properly drafted will makes the probate process run smoothly.  Probate is a public process, which can be costly and prolonged.

A revocable living trust is active as soon as executed.  You control your assets while you are alive and upon your death, your trustee manages the administration of the trust upon your death.  There are some administration costs but the process is private, and probate is not involved.

Whether you decide on a will or a trust depends on your specific goals and objectives.  Everyone’s circumstances are different.  Estate planning is not one size fits all.  A set of fill in the blank forms is not the best way to control, protect and plan for you and your family.


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Testimonials

  • I just loved Ms. Wasson’s professionalism and timely response to everything! I feel relieved and ready to rebuild by financial status.

  • The moment I walked in the door I felt like I was talking with a friend. You really made me feel relaxed and that you genuinely cared about my best interest.

  • Andrea, you are absolutely amazing.  I love you!

  • They answered all my questions, they are very nice ladies, and very personable.  I will recommend you to all my friends!  Thank you all so much!

    -Michael H.

  • I am so glad I was sent to you all. You made this process simple and not scary. I appreciate your word[s] of encouragement.

  • You made me feel comfortable, without any judgment.  At first I was ashamed and embarrassed of my situation.  Now I fee relieved, and now I can start over.

  • At first I was scared. After meeting Leeann, I knew I was in the right place for help. Your firm is very professional and organized.

  • I can breath and I don’t have to worry about the next phone call or mail.  We can move on with life!

    Lisa and James

  • You were very good at listening to me about my personal situation.  You showed a real concern about me as a client and a person.  You made me feel very comfortable during the whole case.  Being very nervous, Andrea’s smile helped a lot.

    Raymond

  • Andrea was professional, friendly, and always prompt when calling back or answering an email.  Love her!

  • It feels good being debt free. The process was well organized and detailed with information. I intend to stay debt free!  Leeann made me feel comfortable and was compassionate about my situation. I was very impressed.

  • You all made me feel ok about what I was doing.  I was upset about it, and after speaking to you I felt so much better.  Everything was great and easy on me.  I did not feel like I was doing anything wrong.  I felt very welcome and comfortable.  A big weight has been lifted off my chest.

    Olivia

  • Leeann made the process easy and worry free.  She was so friendly and welcoming.  I feel really good about the bankruptcy process and my decision to file.

  • The legal assistant was very sweet and helpful.

  • I loved Andrea.  She’s laid back and put me at ease.  She’s so easy to talk to.  She is understanding and listens to you.

  • The legal assistant was very helpful and knowledgeable – always followed through.

  • I feel as if I have a new start. My life can start now without the financial burden. It was a very stress-free experience.

  • The most positive part of the experience for us is that we were treated like people who needed help, not like we were too lazy to pay our bills. Your kindness is much appreciated.

  • Andrea was fantastic!  Professional, down to Earth, and TRULY understood my concerns.  I would recommend Andrea to anyone needing assistance with bankruptcy!

  • When I first met Leeann she made me feel very comfortable.  She handled everything so quickly and kept me up to date with everything.  I was so nervous and she made me feel at ease.  [She] went above and beyond what she needed to do to help me.  I felt taken care of from start to finish.

    Terry

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