It’s about more than protecting your wealth.

While minimizing your tax liability and protecting the value of your assets is essential, the ultimate goal in estate planning is to benefit and protect your loved ones. SouthBank’s attorneys help you provide for your family, friends, loved ones, and charities after you’re gone. Our clients can rest assured that those people and organizations they care most about are provided for with careful attention to detail.

Estate planning is one of the most important things you can do for your family.

Utilizing the estate planning expertise of the attorneys at SouthBank will ensure that everything you’ve worked so hard for ends up in the right hands. Our lawyers have been helping clients put their affairs in order for decades, providing a wide range of services, including:

  • Asset protection
  • Business Succession Planning
  • Elder Law
  • Estate Litigation
  • Estate Planning with Wills
  • Estate Tax Planning
  • Guardianship for Seniors
  • Medicaid Planning
  • Probate/Estate Administration
  • Veterans Benefits

Whether your estate is complex or more modest, our estate planning attorneys have the knowledge and experience you need to protect your family for years to come.

Estate plans that are carefully tailored to meet your unique needs.

Estate planning involves careful consideration of multiple factors, such as tax mitigation, asset distribution, and wealth preservation. While form documents and other “basic” estate planning tools are very affordable, they usually have several shortcomings that aren’t apparent until it’s too late. As a result, the money you save now could cost your family tremendously in the future.

Our estate planning attorneys take the time to understand what is most important to you. We then develop an estate plan that best serves your wishes for the present and the future. Along the way, we can identify the potential issues you face and help you prioritize your goals. The result is a fully customized estate plan that will protect your wealth and your family for the long term.

We do more than prepare documents.

At SouthBank, estate planning is more than just drawing up wills and trusts. Instead, we’re focused on growing a lifelong relationship. The laws pertaining to estate planning are constantly changing, sometimes in ways that can significantly impact your estate plan. We keep an eye on your future, so you don’t have to.

In addition, your estate planning needs may change as you move through life. Marriage, children, retirement, and other changes can profoundly impact your estate planning priorities. We’re always available to discuss these changes with you and whether they require an update to your estate plan.

Whether it’s due to a change in the law or a change in circumstances, our estate planning lawyers are there for you as you move through life.

You can’t put a price on peace of mind.

Navigating estate planning without an experienced attorney is a risky endeavor. One ambiguous turn of phrase in a legal document, one unbeknownst loophole, or one overlooked state law could compromise your family’s financial future. It’s simply a risk not worth taking. Let our attorneys’ expertise give you the peace of mind you deserve. Whether you want to review and update your estate plan or are looking to begin, contact us today to get started.