Estate Planning
Sherman & Patterson assists clients in understanding estate planning issues and in developing estate plans that fit their individual situations. Many individuals with young children indicate that their main priorities are to nominate successor guardians for their children, and to make sure that any assets left for their children would be efficiently managed in trust rather than inefficiently managed in the courts. Other clients approach us with a desire to avoid probate at death. We teach our clients the differences between wills with testamentary trusts that require probate and funded living trusts that avoid probate. We highlight pros and cons of both approaches, taking an objective viewpoint on estate planning issues.