Estate Planning

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We understand that estate planning is more than a series of legal tasks—it’s about securing the future of those you love and safeguarding the legacy you’ve dedicated your life to building. As a family-based firm, we offer a personalized approach to estate planning, providing guidance and compassion in navigating these important, sometimes challenging, decisions. Whether you’re planning for your own future or protecting the interests of loved ones, we’re here to provide the expertise and empathy you deserve.

Preparation of Wills: A thoughtfully crafted will is the cornerstone of any solid estate plan. It empowers you to determine how your assets are shared, ensuring your wishes are respected and your family cared for. We work with you to create clear, legally binding wills that honor your values and intentions. From naming guardians for children to designating charitable donations, each detail is considered, bringing peace of mind as you plan for the future.

Power of Attorney for Financial Matters and Health Care: Life is unpredictable, and it’s important to plan for scenarios where you might not be able to make decisions for yourself. A power of attorney for financial matters allows you to choose someone you trust to manage your finances if you become unable to. This can include paying bills, managing investments, or making other important financial decisions on your behalf.

Similarly, a power of attorney for health care enables you to designate a person to make medical decisions for you if you are unable to communicate your wishes. This document ensures that your healthcare preferences are respected and carried out, providing peace of mind to both you and your loved ones. At Geer Law, we work with clients to create both financial and healthcare powers of attorney that reflect their wishes and ensure their interests are protected.

Living Wills: A living will is a critical document that outlines your wishes regarding medical treatment in situations where you are unable to communicate. This can include decisions about life-sustaining treatments, such as resuscitation, mechanical ventilation, and other end-of-life care options. By having a living will in place, you provide clarity to your family and healthcare providers, reducing the burden on your loved ones during difficult times. We will work with you to create a living will that aligns with your personal values and medical preferences.

Trusts and Special Needs Trusts: Trusts are a powerful tool in estate planning, allowing for greater control over the distribution of your assets, potential tax benefits, and protection of your family’s financial future. At Geer Law, we help clients establish trusts tailored to their unique needs, including changeable and permanent trusts, which provide flexibility and peace of mind.

For families with special needs children or relatives, a special needs trust is an essential part of an estate plan. This type of trust ensures that a loved one with special needs is financially supported without affecting their eligibility for government assistance programs. Geer Law has experience in crafting special needs trusts that provide long-term security and protection, allowing you to care for your loved ones even after you are gone.

Dedicated to Protecting Your Family’s Future: At Geer Law, estate planning is more than just preparing for the end of life—it’s about protecting the future and providing for your loved ones in the most meaningful ways. As a family-oriented firm, we take pride in offering personalized, compassionate service to each of our clients. We are committed to helping families in Bowling Green and the surrounding areas secure their legacies with confidence and peace of mind.

Whether you need assistance drafting a will, setting up a trust, or planning for healthcare decisions, Geer Law is here to help. Let us guide you through the estate planning process with care and expertise, ensuring that your family’s future is secure. Contact us today to learn more about our estate planning services.