We can help you carry out your wishes in the simplest, most efficient manner possible.
The term “Estate Planning” can be daunting.
Many people believe they are not wealthy enough to need an “Estate Plan.” The truth of the matter is, though, that each person can choose to plan, making the period of transition—whether at death or incapacity – easier for those they love. Consider this definition of what estate planning is really all about:
- I want to control my property.
- I want to take care of myself and my loved ones.
- At my death, I want to give my property to whom I want, when I want, and the way I want.
- And in the process, I want to save as much in taxes, costs, and attorney fees as I can.
Evans Batlan is a full service estate planning and administration firm, handling estates from the modest to the substantial. As a mother-daughter team, we understand the issues involved in running a family business. Our job is to help when we are needed at the time of transition, whether due to death or disability. We help families with the legal tasks they face and can help guide them through the administration of a trust, a small estate, or probate proceeding.
For families with young children, we focus on the right choices: Who is the right person to step into the parental role, as guardian, in the event of both parents’ demise? Who is the right person to handle the financial affairs for the children as they are raised? Who can invest wisely, provide the right accounting and reporting, prepare income tax returns, and – most importantly – make the right decisions about spending money?
For families who face possible estate tax liability, we can explain and help implement sophisticated plans that focus on minimizing dollars lost to the government at death.
For those who have created or carried on a small business, we can help create and manage the legal structure that is needed, whether that is in the form of a limited liability company or a corporation or other trust vehicles that can provide protection and planning opportunities.
For those who need assistance after a loved one dies, we can guide you through the legal process, whether that be probate or the administration of a trust.
My husband and I met with Cecilia Batlan for help with estate planning. We found her to be very professional and reasonable regarding how to start planning. She is of course knowledgeable on current tax and estate laws, but was also very helpful on how to handle family dynamics when discussing matters with our children and other family members. The end product has put any worries to rest, if something were to happen to one or both of us. I have already recommended this firm to several friends.
We worked with Celia on creating our will after our first child was born and she was wonderful. She took the time to explain everything as we went both at the beginning and when signing. We feel much better knowing everything is in order for our family. I would highly recommend working with them!
My overall experience at Evans Batlan Getchell was excellent! The information gathering packet sent out ahead of the initial meeting was helpful and thorough as I put together the plans I wanted to make. Russ Getchell was very helpful in the information he presented and answered my questions as they came up. The office staff communicated the need for additional information in a timely manner. When I went to my bank after my final meeting to update information the bank employee was very impressed with the notebook and its organization.