Stephen C. Morgan, Esq., PLLC
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 Estate Planning

The estate planning process can be a confusing jumble of unfamiliar words, laws, & taxes.  Toss in personal relationships, medical complications & unexpected life events? It's your choice...Leave a legacy or a mess.  I will work with you to create a customized plan that is easy to understand & implement to achieve your goals, protect the ones you love and provide YOU with peace of mind.  
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​Wills & Codicils
A will distributes the assets of your estate but it requires the extra step of passing through probate, creating extra expense & delay for heirs.

Trusts & Amendments
Establishing a trust keeps you in control but removes property from your estate. A revocable trust is the fastest and easiest way to distribute money and property to heirs. Although many types of trusts exist, typical goals can be to avoid probate, reduce taxes & direct how the assets are used or distributed. 
Durable Powers of Attorney
What happens when you suddenly cannot express your wishes? Granting a power of attorney allows a trusted individual to make legal, medical  & financial decisions on your behalf if you are hospitalized, disabled or incapacitated.
Living Wills
A living will is a directive to detail your end-of-life wishes, in case you become unable to communicate with your doctors.
Asset Protection Planning
Sadly, if you have deep pockets, you are a target.  Creditors & lawsuits will target your assets but if you wait until you are sued, it's too late!  If long-term care is an issue, Medicaid will take your assets until your estate is nearly gone. Advanced techniques are available to protect your assets.
Gun Trusts
A relatively new technique in asset planning, a gun trust allows for sharing & transfering ownership of firearms in a legal manner
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  • Home
  • Practice Areas
    • Real Estate Law
    • Estate Planning
    • Business Legal Services
    • Litigation
    • Personal Legal Services
    • Consumer Financial Services
  • Resources
  • About
  • Contact