Expert advice on estate planning and probate issues for the protection of you and your heirs

Estate Planning

Many people think that estate plans are only for the old and wealthy. Not so. Once you begin accumulating assets you need a plan outlining how to disburse them after you die. Without a plan, your heirs lose control over the disbursement decisions.

Any change in life status or circumstance could call for a review and update of your will or other estate planning documents. The changes created by a marriage or divorce, birth or death, job change, relocation or other change in residence or new business venture are just a few examples that would necessitate a review of your plan.

It’s important to work with an experienced professional. Roger P. Asch brings extensive experience and keen understanding of the laws that govern estate planning, inheritance and probate issues, including how to plan for and understand the associated income tax and gift and estate tax implications.

Working together with Roger P. Asch, you will determine the elements necessary to complete your estate plan. A basic plan might include planning for transfer of wealth, a will, healthcare power of attorney, living will, designation of IRA, retirement plan, and life insurance beneficiaries, and other related documents. Upon completion, you will have a thorough plan that you understand and works to protect your heirs.

Estate Planning services include:

  • Transfer of wealth planning
  • Wills
  • Gifts
  • Trusts, including revocable and irrevocable, nominee and life insurance, and charitable
  • Nuptial (marital property) agreements - pre and post
  • Conservation easements
  • Healthcare powers of attorney
  • Declarations of living will
  • General durable powers of attorney
  • Tax Planning
  • Compliance for trusts and estates

Where to begin?

The estate planning process begins with a conversation. To learn more, please contact Attorney Roger Asch by calling 207.761.5630 or by completing and submitting the information found on the Contact page.

Probate

Probate is the legal process that settles an estate at the time of death. It can be a confusing experience for the uninitiated and if not handled properly, can result in significant fees and costs that reduce the size of the inheritance of your heirs. It also varies greatly depending upon the existence or lack of a Will (testate v. intestate).

Probate services include:

  • Legal representation of personal representative(s) of estates and trustee(s) of trusts
  • Tax compliance for estates and trusts
  • Guardianship
  • Conservatorship
  • Related Elder Law issues

Roger P. Asch understands the Maine probate system and requirements. If you need advice regarding the best way to probate an estate, please complete and submit the information found on the Contact page.