Will & Estate Planning

Be prepared for some of life’s biggest changes

No matter what stage you may be at in life, make sure you’ve planned for the unexpected by keeping your will and estate documents up-to-date. If you’ve recently married, had a child, or are preparing to retire, each of these represents a major change in your life that also requires corresponding changes to your will and estate plans. RDM has a lawyer for that.

With our knowledge and experience, our will and estate lawyers will guide you through the planning process so you’re prepared for the future and can be assured that your loved ones are taken of. They’ll answer your questions, explain your responsibilities, review your existing documents and advise you on the best plans. And since events can happen suddenly in life, our legal advisors will also schedule regular reviews of your will and estate documents to make sure critical issues such as illness, unexpected death or changes to family situations are addressed.

RDM lawyers can help you with basic to complicated estate planning, and everything in between:

 

Estate Planning

Wills/Dual Wills

Powers of Attorney (Enduring, Springing/Specific, etc.)

Representation Agreements

Trusts

  • Joint Spousal Trusts
  • Alter Ego Trusts
  • Discretionary Trusts
  • Disability Trusts
  • Testamentary Trusts

Succession Planning

Family Farms
Small/Family Businesses
Preparing your business for sale
Beneficiary Designations
Jointly held assets

 

FREE RDM RESOURCES

Everyone’s circumstances are different.  Before consulting with one of our legal advisors, we recommend that you document as much information as you can.  To help you assemble this information, you’ll find a number of checklists and guides below that will help you prepare for your meeting with our team.

Estate Planning | Download
Trusts | Download
Preparing for Your Estate Planning Appointment | Download

 

For estate litigation click here.

Legal Insights Blog

Estate Litigation

Most people understand the importance of a will, but just as important are an enduring power of attorney (“EPOA”) and representation agreement (“RA”). Unfortunately, estate planning is often neglected until

Wills & Estates Planning

We recommend you periodically review your Will to confirm it continues to accord with your wishes. A number of significant changes to your life circumstances may warrant updating your estate plan.

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