Estate Planning for Your Family and U.S. Assets
Who would handle your finances if you could not? How would your family receive the assets you have built? And if your life spans more than one country, would your existing documents work together?
LOIGICA helps you work through these questions with estate planning services for your U.S. legal needs. We review your circumstances, explain the available options, and help prepare a plan that reflects your decisions.
You can start with a question, an existing document, or a change in your family’s circumstances.
What Estate Planning Helps You Decide
Estate planning organizes decisions about your property, the people who may act for you, and the instructions you want them to follow. It can address both your lifetime and what happens after your death.
The work may involve wills and trusts, financial authority, or health care instructions. Ownership records and beneficiary designations also need attention. The right combination depends on your family, your assets, and the law that applies.
When It Makes Sense to Review Your Plan
You may be starting a family, buying property, moving, or revisiting arrangements made years ago. A review can help when:
You do not need to arrive with a list of legal documents to order. Tell us what prompted you to plan, and we can help identify the decisions worth addressing.
Find the Estate Planning Service You Need
Leave instructions for your propertyA last will and testament can direct the distribution of probate property and nominate the person who will administer your estate. It can also nominate a guardian for minor children, subject to court approval and applicable law.
Set terms for managing and transferring assetsA trust establishes how a trustee manages property for beneficiaries. A revocable living trust generally allows changes during your lifetime. An irrevocable trust involves different limits on control and changes. We help assess the structure and implementation steps before you commit.
Choose someone to handle financial mattersA durable power of attorney authorizes another person to handle specified financial or legal matters and can remain effective if you become incapacitated. Its scope and the rules for using it require careful review.
Document medical wishes and decision-making authorityHealth care directives can record treatment wishes and designate someone to make authorized medical decisions. The documents and terminology vary by state. We help you understand the legal choices and identify treatment questions to discuss with your clinician.
Leave instructions for your property
A last will and testament can direct the distribution of probate property and nominate the person who will administer your estate. It can also nominate a guardian for minor children, subject to court approval and applicable law.
Explore Last Will and Testament →Set terms for managing and transferring assets
A trust establishes how a trustee manages property for beneficiaries. A revocable living trust generally allows changes during your lifetime. An irrevocable trust involves different limits on control and changes. We help assess the structure and implementation steps before you commit.
Explore Trusts →Choose someone to handle financial matters
A durable power of attorney authorizes another person to handle specified financial or legal matters and can remain effective if you become incapacitated. Its scope and the rules for using it require careful review.
Explore Durable Power of Attorney →Document medical wishes and decision-making authority
Health care directives can record treatment wishes and designate someone to make authorized medical decisions. The documents and terminology vary by state. We help you understand the legal choices and identify treatment questions to discuss with your clinician.
Explore Health Care Directives →Need Help After a Death or as a Trustee?
You may be visiting because someone has died or because you have been asked to manage a trust. Tell us your role and where the matter stands so we can assess the legal help you need.
Explore Probate → Explore Probate Administration → Explore Trust Administration →
International Estate Planning
Your home, investments, family, and existing documents may connect you to several countries. Those connections belong in the initial review, even when you are seeking help with a single U.S. document.
Cross-border estate planning calls for attention to how arrangements interact. We review your U.S. needs and identify questions that may require tax advice or input from counsel in another country. Bring any existing wills, trusts, or powers of attorney to the review.
Estate planning for non-U.S. citizens also requires care with tax assumptions. U.S. estate tax rules can differ for citizens, residents, and nonresident noncitizens. The relevant tax analysis should inform planning rather than follow an assumption that one set of rules applies to everyone.
We clarify the U.S. work within our engagement and the matters that need coordination with other advisors. Tell us about planned moves or purchases as well as assets you already own.
How We Approach the Estate Planning Process
We discuss your family, relevant locations, assets, and existing arrangements. You can explain what you want to achieve and where you feel unsure.
We explain the proposed documents and the choices they involve. This includes whom to appoint, who should benefit, and what authority or instructions you want to give.
We prepare the agreed drafts and work through questions before signing. You should understand what each document does and the limits of its role.
Signing may be only one step. A trust may require asset transfers, and your chosen representatives need access to relevant documents. We identify implementation tasks and clarify who will handle them under the engagement.
1
Understand your priorities
We discuss your family, relevant locations, assets, and existing arrangements. You can explain what you want to achieve and where you feel unsure.
2
Review the options
We explain the proposed documents and the choices they involve. This includes whom to appoint, who should benefit, and what authority or instructions you want to give.
3
Prepare and review the documents
We prepare the agreed drafts and work through questions before signing. You should understand what each document does and the limits of its role.
4
Plan implementation and future reviews
Signing may be only one step. A trust may require asset transfers, and your chosen representatives need access to relevant documents. We identify implementation tasks and clarify who will handle them under the engagement.
Why Work With LOIGICA
We connect the legal work to the decisions you are trying to make. That means explaining what a provision would do in practice, reviewing existing arrangements, and identifying issues that need another advisor’s input.
You can ask how the proposed plan addresses your circumstances before agreeing to it. We also clarify the scope of the work, so you know which documents and implementation steps the engagement includes.
Discuss Your Estate PlanFrequently Asked Questions
Which estate planning documents do I need?
There is no single package for everyone. Your needs may include a will, a trust, a durable power of attorney, and health care directives. We review the purpose of each and whether your current arrangements already address it.
Do I need both a will and a trust?
Sometimes. They can serve different purposes within one plan. A trust generally governs property placed in it, while a will addresses probate property and other instructions. We assess whether a trust adds value for your circumstances.
How much does estate planning cost?
Cost depends on the documents, complexity, and implementation work involved. Reviewing an existing plan can differ from preparing a new one. Ask what the proposed fee includes, such as revisions, signing guidance, or assistance with transfers.
Can I use documents prepared in another country?
They need review before you rely on them for U.S. matters. Recognition and practical use depend on the document, applicable law, and the task involved. We can identify which U.S. questions need attention and where foreign counsel should participate.
When should I update my estate plan?
Review it after significant family, property, business, or residence changes, and when your chosen representatives can no longer serve. Changes in law may also affect the plan. Existing documents provide a useful starting point for that discussion.
Start With What You Want to Put in Place
Tell us what you want to plan for, where you live, and the U.S. state or assets involved. Our team will review your inquiry and contact you about the next step.