Estate Planning Basics

Caribou, ME

Attorney Leonard is careful to ensure that the needs of each client are met by working to develop a close relationship with the them. He will discuss your goals and objectives and then analyze your financial circumstances, property wishes, and health care needs to determine which probate options will best fit your situation, while also minimizing tax and insurance costs.

Attorney Leonard recognizes that the goal of most clients is to preserve their assets for future generations, and he will work to meet your needs in the most cost-effective manner possible.

What We Offer

What We Offer

  • Drafting Wills and/or Trusts;
  • Powers of Attorney/End of Life Planning/Living Wills;
  • Planning for Special Needs Dependents;
  • Estate Planning for Second Marriages/Blended Families: As the world is changing, so are the dynamics of what the world considers a "family." In many cases, an estate planner has a second spouse, children from the first marriage, children from the second marriage, and step-children. In instances such as these, Attorney Leonard can help make sure everyone is protected;
  • Estate Settlement for Families of Deceased Persons;
  • Same-sex family estate planning;
  • Real Estate/Selling Real Estate from Trusts: In an effort to protect property, Attorney Leonard believes in putting a home or other property in a trust. For the clients that Attorney Leonard shares a relationship, he provides representation in the sales process, including review of the purchase and sales agreement and closing statement, preparation of the deed, reviewing closing documents and attendance at the closing, if necessary.