At Stone | Dean, our Estate Planning Group is committed to helping individuals and families prepare for the future with thoughtful, personalized planning. We offer a wide range of tools and services designed to protect your legacy, streamline asset distribution, and provide peace of mind during life’s most important transitions. Whether you’re married, have children, own property, or simply want to ensure your wishes are carried out, a well-crafted estate plan is essential. Our attorneys work closely with each client to develop strategies that reflect their unique goals, family dynamics, and financial circumstances.
Our estate planning services include:
- Revocable Trusts – Allow for the seamless transfer of assets while avoiding probate
- Irrevocable Trusts – Provide long-term asset protection and potential tax benefits
- Pour-Over Wills – Ensure that any assets outside of your trust are still distributed according to your wishes
- Family Trusts – Designed to preserve and manage family wealth across generations
- Special Needs Trusts – Protect the benefits of loved ones with disabilities while enhancing their quality of life
- General Durable Powers of Attorney – Designate someone you trust to manage your financial affairs if you become incapacitated
- Absolute Powers of Attorney – Grant broad authority over personal and financial matters
- Health Care Powers of Attorney – Ensure your medical preferences are followed by someone you trust
- Advance Health Care Directives – Clearly communicate your healthcare wishes in case of serious illness
- Elder Law Planning – Navigate long-term care options, government benefits, and guardianship issues
- Asset Transfer Assistance – Help with retitling assets and ensuring proper beneficiary designations
- Agency Disputes – Address and resolve conflicts regarding powers of attorney or trustee responsibilities
Estate planning is not just for the wealthy—it’s for anyone who wants to make sure their wishes are respected, their loved ones are protected, and their assets are managed according to their intentions. At Stone | Dean, we’re here to guide you through every step with clarity, care, and expertise.
Let us help you plan for peace of mind, today and for generations to come.
