Estate Planning

Reliable estate planning counsel

If you are beginning to put thought into how your assets will be handled if you become disabled or when you are gone, give us a call. It’s never too early to lay out a plan of action to make sure your family and property is protected, but it can become too late to make such choices for yourself. You can depend on our counsel to help you learn about your options and understand the advantages of each.

Professional administration of your assets

  • Financial and medical powers of attorney
  • Revocable living trusts
  • Wills
  • Custom beneficiary designations for retirement benefits
  • Trusts for special needs beneficiaries to receive lump sum Social Security benefits, inheritance, personal injury proceeds or other distributions of wealth
  • Probate avoidance
  • Asset preservation and minimization of taxes
  • Asset Protection Trusts to protect accumulated wealth from lawsuits

Save your family future hardship

Should you lose the capacity to make decisions for yourself, make sure to put down in writing your wishes for your health care. Families have been torn apart by indecision over the appropriate course of action regarding their loved ones’ medical care. With Marilyn’s help, you can avoid undue trauma to your family’s unity and prevent the appointment of a stranger to make your decisions.

Call today to schedule an appointment with Marilyn A. Knak:


What to bring to your first appointment:

  • List of your assets, including how they are titled
  • Existing estate planning documents and deeds
  • Name of beneficiaries
  • Full legal names of next of kin and nominated fiduciaries