If properly designed, funded and maintained, this strategy can be utilized to supplement your retirement income, while creating a legacy for your family in a tax-advantageous and asset-protected manner.
It isn’t just about wills and funerals—it is a reflection of your values, your goals for healthy aging, and the hopes and dreams you have for those you love.
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.
Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
This office is quite wonderful and Tia is the best! Before I contacted Tia, I felt as if I was out of options and there wasn't anything I could do. She more than helped me with my case, but was extremely supportive throughout the process. I would highly recommended this practice and Tia! I will always seek out her legal counsel!!
Isaac Wilson
February 2, 2022.
Lee and team are great!
Sara Hernandez
February 2, 2022.
Down to earth and caring. These attorneys are compassionate and understanding. I would highly recommend them.
Leslie Miller
February 2, 2022.
Great attorneys and staff, very patient and caring.
Jennifer L Vaughn
February 2, 2022.
I have to say I’ve dealt with a few lawyers over the years, however most of the time, they are too busy and do not necessarily give you the time, that may be needed to go over everything. Mr. Lee Shaw, well he was willing to go the extra mile for me. He took the time to go over every single detail in arranging mine and my mothers wills, and also the POA for my mom and her estate. His staff especially Shannon, is fantastic, very amiable and astute! If I could give more stars I absolutely would, 5 stars is not enough!!
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