Chris Pettit & Associates PC

Description

The Academy is a national organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services. The Academy expects members to have at least 36 hours of legal education each year specifically in estate, tax, probate and/or elder law subjects. To ensure this goal is met, the Academy provides over 40 hours of continuing legal education each year.

Client Resources Thank you for visiting our Client Care Center, created exclusively for our valued clients. The purpose of this area is to provide you tools that you can use to keep your estate plan up-to-date and review new activities happening at the law firm. Estate plans are a lot like owning a car. They work well if you keep them serviced over the years. But your older model car may need a tune up once in a while. Likewise, tax and estate planning laws are continually updated which changes the way people plan and update their plans. With change, comes opportunity. These changes often provide new planning techniques and more protection than ever before. Since our law firm focuses primarily on estate planning, we keep up on the latest planning options available to deal with and protect against the real-life issues you and your family are facing in today's hectic world. That is why it is important to review your estate plan with us periodically to make sure it takes into account any changes you may have had since first creating your estate plan.

About Our Firm Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future. If you have a well-drafted estate plan in place, you'll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you've chosen. You can rest assured that your family won't have to endure the public process and costly matter of probate. The government won't be able to take what you've spent a lifetime building. But you need to be aware of the many options that exist in estate planning—and you must choose your attorney wisely. That is why Pettit & Associates, P.C. offers this wealth of free information and free seminars. Read our Estate Planning articles , and if you're in the area, join us at an Estate Planning seminar.

Our law firm has experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.

Trust Administration & Probate If your family has experienced the loss of a family member, our law firm can assist you with the legal process that occurs when a loved one passes away. Our law firm strongly believes that a wisely drafted, carefully executed estate plan is the critical component of a family's wealth management. Our firm's guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client's specific needs and goals. We offer free, no obligation consultations for any family who has experienced the loss of a loved one. Steps to Take with a Will If your loved one had a Will, the family will go through a process called Probate . This checklist outlines the steps to take when a loved one passes away with a Will. Steps to Take with a Living Trust If your loved one had a Living Trust, the family will go through a process called Trust Administration . This checklist outlines the steps to take when a loved passes away with a Trust. IMPORTANT NOTE: Do not retitle any assets before speaking with a qualified estate planning attorney. That meeting should take place approximately two weeks after your loved one has passed.

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