James D. Huls and Associates effective estate planning allows you to plan for the management of your assets while you are alive and for their timely and cost-effective distribution and disbursement after your death. A well-crafted estate plan can help you minimize, or entirely avoid, the costs and expenses associated with the probate process and the payment of estate and after-death inheritance taxes.
James D. Huls and Associates offer a full range of estate planning services to help you preserve your wealth and bestow a legacy on your children and loved ones. Our services include the preparation of the following estate planning documents:
The circumstances guiding your decisions when making your initial estate plan are often likely to change as your life and financial circumstances change. James D. Huls and Associates, we continue to work with our clients throughout their lifetimes to ensure that their estate plans are current with respect to their present wishes as well as to any changes in the tax laws.
There are many different types of trusts, but the person who is ultimately in charge of the trust is generally called the Trustee. The Trustee has many fiduciary duties that are inherent in the administration of any type of trust. First and foremost, the Trustee must put the interests of the beneficiaries of the trust above all other considerations, except as they relate to his or her duties under the law. James D. Huls and Associates help guide you through this difficult time and stand by your side if or when needed.