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Jill M. Metz & Associates

Estate Planning   Estate Administration

The lawyers at Jill M. Metz & Associates will evaluate your assets, liabilities and wishes in order to create a customized estate plan that meets your specific needs using the appropriate legal tools, including:

  • Wills that transfer your property to selected beneficiaries upon your death
  • Powers of attorney that appoint someone to manage your property and sign legal papers for you if you become incapacitated
  • Powers of attorney to give authority to the person you want to make medical decisions on your behalf
  • Trusts that provide for the care of minors or disabled persons, minimize taxes or protect against creditors
  • Strategies to avoid probate that transfer property at death — insurance, gifts, joint ownership of property, bank accounts
  • The ability of your loved ones to contact our office to assist with the administration or probate if needed to ensure the appropriate transfer of your assets to your beneficiaries upon your death

However, there is more to estate planning than the aforementioned services. We ensure that each client’s long-range plans are addressed with his or her unique needs in mind, whether the needs are simple or highly complex. We provide advice on estate planning techniques that can be used not only upon death but also during your lifetime to enable property to pass to your intended beneficiaries in the most tax-efficient manner possible.

Advance preparation is very important as, without a plan, the state dictates who gets your property, who will be the administrator of your estate, who will be guardian of your children if your child’s other legal parent has already died and who will be your guardian if you are disabled.

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