Berg, McLaughlin & Nelson provides a full range of estate planning services. The term “estate planning” encompasses Last Wills, Living Trusts, Survivor, Exemption and Irrevocable Trusts, family partnerships, Medicaid planning, powers of attorney, and even business succession planning.
You may have read or heard the advertisement for Living Trusts that goes something like this: “Avoid the expense and delay of probate with a Living Trust.” The estate planning team, led by partner Bill Berg, knows that Living Trusts are an expensive estate planning tool that is not for everyone. That’s why we start by listening very carefully to the client and only then construct an estate plan that is both practical and cost effective.
Typically we do not charge for the first half-hour of an estate planning consultation. Thus, you’re invited to call for an appointment, bring along any current wills or trusts you may have, and let Berg, McLaughlin & Nelson determine what estate planning instruments you need.
The fact is, most Idahoans can meet their basic estate planning objectives with simple wills and powers of attorney. For those clients with larger estates, estate tax exposure, blended families, or physically/mentally challenged beneficiaries, Berg, McLaughlin & Nelson is ready with the experience and appropriate planning tools to provide each client with peace of mind. Sometimes a “living trust” is the right tool. In other cases, a trust is imbedded in a Last Will and only arises if the trust is needed under particular circumstances existing at the decedent’s death.
The Estate Planning team strives for documents that meet the client’s unique needs, will stand the test of time, and will provide for practical estate or trust administration.