Wills and Trusts
At Bott & Associates, Ltd., we believe that creating a will or trust is about more than just signing documents. It is about making thoughtful choices that reflect your values, protect your loved ones, and provide clarity for the future. We work closely with our clients to understand their unique goals, and we create personalized plans that give them peace of mind.
Why Wills and Trusts Matter
A will allows you to outline how you want your assets distributed and who will handle important responsibilities after your passing. A trust can help manage assets during your lifetime, provide for loved ones, and potentially simplify or avoid probate. Together, these tools form the foundation of a strong estate plan, giving you control over how your wishes are carried out.
Our Approach to Wills and Trusts
We take time to listen to your concerns, explain your options, and develop a plan that works for your situation. Whether you are starting fresh or updating existing arrangements, our goal is to make the process clear and comfortable.
Services We Provide
- Updating of Old Estate Planning Documents
Laws and life circumstances change. We review your current documents to confirm they still reflect your wishes and make updates where needed. - Powers of Attorney (POAs) and Emergency Documents
We prepare legal tools that allow trusted individuals to act on your behalf in medical or financial matters if you are unable to do so. - Planning for Remarriage, Prenuptial Agreements, and Blended Families
We help you protect assets and balance the needs of spouses, children, and stepchildren in a way that supports family harmony. - Same-Sex Couples and LGBTQ Estate Planning
We address the unique legal considerations that can arise, making sure your plan reflects your relationship and family structure. - Special Needs Planning
For families with a loved one who has a disability, we create strategies that protect benefits while providing long-term care and financial support. - Young Adult Planning and Documents
Even those just starting adulthood may need basic estate planning documents, such as healthcare directives and powers of attorney. - Incapacity Planning
We help you prepare for the possibility of becoming unable to make decisions, so that your care and finances remain in trusted hands. - Financial Planning Integration
We work with financial professionals to align your estate plan with your investments, retirement goals, and long-term security. - Irrevocable, Medicaid & Family Trusts
We create specialized trusts that protect assets from creditors, help qualify for Medicaid benefits, and distribute wealth to beneficiaries while avoiding probate and minimizing taxes.
- Asset Protection
We implement legal strategies to safeguard your wealth from potential creditors, lawsuits, and claims while maintaining compliance and preserving your legacy for future generations. - + More
Building Your Plan Together
When you work with us, you can expect a personal and attentive process. We focus on creating documents that reflect your specific needs, while also offering guidance on how to keep your plan up to date over time. From simple wills to more detailed trust structures, we are here to provide the knowledge and care you need to make confident decisions about the future.
