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Whether you are new to estate planning, want to update an existing estate plan, or need help administering a plan, it all starts with a conversation. Schedule your 15-minute consultation with an attorney today to get your questions answered and help put your mind at ease.

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Top Five Reasons to Plan Your Estate Today

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#1 Avoid

Probate

Don't let some attorney end up being the primary beneficiary of your estate when you die. Protect your family and your wealth from the cost and burden of probate with a living trust.

#2 Plan for Incapacitation

In the event of incapacitation, someone needs to make decisions for you. Powers of attorney help but assets in a trust may be better.

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#3 Protect

Children

A trust can hold assets for the benefit of young or special needs beneficiaries so that the assets can be managed by a successor trustee for their benefit.

#4 Reduce

Taxes

If you and your family are subject to estate and/or capital gains taxes, a trust can help eliminate, or at reduce, those taxes.

#5 Ensure Wishes Followed

Proper planning means that your wishes are followed upon your death. A trust makes it harder for

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Two Pricing Options to Choose From

Flat fee

By far our most popular option. Most people know what their wishes are and are comfortable filling out online forms. For these clients, we use our extensive library of templates to create and execute an estate plan. Designed for clients with relatively simple estate planning needs, our flat fee model is an easy and affordable option.

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Hourly

Some clients require more than just template completion. They need the advice of an experienced attorney who can not only draft quality documents but also suggest complex solutions for sophisticated goals. This service is designed for those with advanced estate planning needs, such as business owners, individuals with special needs beneficiaries, or anyone subject to the estate tax.

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Need help deciding? CLICK HERE to schedule your FREE* Estate Plan Review.

Meet Our Founder

I am Attorney and Certified Financial Planner, Marc Gugliuzza, and I am passionate about wealth formation and estate planning. We all need to plan for the future and the time to start is now! Failing to plan can end up costing you and your family thousands of dollars and create frustration and confusion for those you love. In my nearly 20 years of legal practice, I found that for most people estate planning is easy. They essentially need standard forms customized to their needs and then expert advice on how to use the documents. For these clients, I founded AvoidProbate, LLC which is a document services company that works closely with a local law firm when needed. AvoidProbate offers flat fee estate plans that allow you to add attorney assistance (for a fee) when needed. For other clients, estate planning is much more complicated either because of the size of the estate or because of the unique nature of the assets and/or beneficiaries. For these clients, I founded Gugliuzza Law, P.C. which is a full-service law firm offering straightforward and honest hourly billing. To help determine which option is best for you, please click here or give us a call at 708-497-6294 opt. 1 to schedule your AvoidProbate review call.

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The Crucial Estate Planning Documents

Revocable Living Trust

A properly funded revocable living rust avoids probate and helps protect during periods of incapacitation. It can also manage fund for young beneficiaries and reduce estate taxes.

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Pour-over
Will

A pour-over will serves a back-up to the living trust and simply transfers any money acquired after death into the living trust where it belongs so that it can be distributed with the other trust assets.

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Medical Directive

Obviously, you make your own medical decisions. but if you are ever incapacitated, a medical directive allows you to designate who makes medical decisions on your behalf.

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Power of Attorney

Not all assets can be transferred to the living trust. For those assets, a financial power of attorney is required allows you to specify who can manage the assets on your behalf during periods of incapacitation.

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