Estate Planning Attorney in Summerville and Charleston

If you own assets of any kind such as a home, investments, life insurance, or other assets, then you have an “estate” and you need an estate plan. Estate planning is the process of pre-arranging the control and the distribution of your money, your property, and your assets after your passing. Estate planning also includes pre-arranging critical decisions regarding your health and your well-being. Overall, estate planning puts you in charge of your finances and critical decisions and spares your family from stress, frustration, delay and conflict that can occur at the time of your death or disability.

At The Suttles Law Firm, estate planning attorney Brent Suttles provides clients in Summerville, Charleston, and the surrounding areas with quality estate planning advice, documents, and services such as

  • Deciding who shall make the financial, social, and medical decisions for you should you become incapacitated
  • How your assets should be distributed after you are gone
  • The best ways to leave assets to a minor

The Right Documents for Planning Your Estate

At The Suttles Law Firm, we prepare all of the documents you may need to accomplish your estate planning goals including:

Last Will & Testament – A will is a legal document that details where you want your estate’s assets to go and who will oversee that your wishes are cared out.

Healthcare Power of Attorney – A Healthcare Power of Attorney (declaration of desire of natural death) sets forth your wishes as to whether you want to be kept alive when in a vegetative state or when diagnosed with a terminal illness.

Health Care Power of Attorney – A power of attorney for health care allows you to decide who will make your health care decisions for you if you are unable to do so. The person you choose can make medical decisions on your behalf (that do not conflict with any specific instructions you may have already made), enforce your health care decisions in court, if necessary, hire and fire doctors and medical workers involved in your treatment, and have access to your medical records.

Durable Power of Attorney – With a durable power of attorney, you can appoint another person to your assets and property including selling and acquiring assets, accessing bank accounts, and paying bills in the event that your are mentally or physically unable to do so.

Living Trust – A living trust can avoid the long process of probate and protect your assets. In most cases, a living trust can save the estate money in the long run. Creating a trust ensures that there are no added costs to your loved ones at the time of your death and also ensures that the property placed in the trust is protected from creditors. 

Special Needs Trust – A special needs trusts, otherwise known as a supplemental needs trust, is a trust designed for beneficiaries with physical or mental disabilities that does not jeopardize your loved one’s ability to receive Supplemental Security Income (SSI) and Medicaid benefits.

At The Suttles Law Firm, our estate planning services includes not only creating wills and trusts, powers of attorney, Healthcare Power of Attorney, and titling assets properly to accomplish the plan, but also planning for the future success of a business, protecting assets, reducing estate and gift taxes, and creating the type of trust needed for your specific circumstances. Also, we will work closely with your trusted advisors such as your accountant, financial planner, and your insurance agent, to ensure that your wishes are carried and your assets are protected.