estate  planning and administration

Estate planning and administration are sensitive areas of law for most clients and the lawyers at Martin, Bacon & Martin are responsive to not only the legal needs, but also the personal needs of its clients and will build custom estate plans uniquely designed to meet the wishes of its clients. 

WHO NEEDS AN ESTATE PLAN?   You do! 

Whether your estate is small or large, you should always designate someone to make health and financial decisions for you if you ever become unable to do so for yourself and to manage your assets after your passing.

An estate plan ensures that your assets are divided according to your wishes and that will minimize the tax burden on your estate.  There are many ways to design an estate plan and a knowledgeable attorney will guide you through the options, which include decisions about:

  • Powers of Attorney;
  • Wills;
  • Revocable and Irrevocable Trusts;
  • Special Need Trusts;
  • Distribution of Tangible Personal Property;
  • Healthcare Directives to Family Members and Physicians; and
  • Estate Tax Planning and Asset Protection.

The attorneys at Martin, Bacon, & Martin, PC also specialize in all matters related to probate administration, including:

  • Providing Accountings of Assets;
  • Preparation of and Responding to Will Contests; and
  • Guardianship/Conservatorship Proceedings and Related Accountings.
Interested in a FREE consultation? Contact MBM today
Complete a Client Information Record today to start your custom estate plan.

MBM's Top 10 Reasons to Have an Estate Plan

1.   Peace of Mind
2.   Choosing Guardians for Minor Children
3.   Providing for the Special Needs of Family Members
4.   Saving on Estate Taxes
5.   Controlling Inheritance in Blended Families
6.   Avoiding Guardianship/Competency Proceedings
7.   Ability to Select the Executor of Your Estate
8.   Avoiding Unnecessary Probate
9.   Protection from Creditors
10. Excusing Bond for Your Executor