Designate how your assets will be distributed, who will distribute them, and nominate guardians for minor children.
Explore various trust options, including revocable living trusts, which avoid probate, and manage assets for beneficiaries, special needs trusts, and irrevocable trusts, which provide tax shelters for clients that exceed the estate tax threshold.
Explore various trust options, including revocable living trusts, which avoid probate, and manage assets for beneficiaries, special needs trusts, and irrevocable trusts, which provide tax shelters for clients that exceed the estate tax threshold.
Appoint an agent who can advocate for your medical wishes with a healthcare power of attorney and living will documents.
Appoint an agent to make financial and business decisions on your behalf, as needed.
At Belle Legal, we believe estate planning is about love. It’s about protecting the people who matter most and making things easier for them when life changes. Whether this is your first plan or an update to one you made years ago, we’re here to guide you with compassion, clarity, and warmth. With over 20 years of experience, we make the process simple, thoughtful and tailored to our clients.
Planning ahead is one of the kindest gifts you can give your loved ones—and yourself.
Ellen Keller and Whitney Ellison are your partners in the process. By taking the time to understand your goals, family dynamics and values, we’ll work with you to create a plan that fits. Contact Belle Legal today to schedule your consultation.