Experienced Estate Planning Attorneys in Rhode Island
We work with clients from young adulthood through retirement and beyond to help plan for the future.
At Walsh, Brule & Nault, we are constantly working with clients to help them navigate an uncertain future. We take the time to explain powers of attorney, wills, and trusts and how they can help our clients avoid stress and complications in the event they encounter death or disability.
These documents can be very helpful in avoiding probate, certain types of taxes and preserving assets for families or other beneficiaries. We offer up-front, flat fee pricing so you’ll know what our fees will be and what you’ll receive before you proceed.
Our Estate Planning Services include:
- Written proposals with detailed explanations
- Flat fee quotations in most instances
- Draft document reviews, either in-person or via email
- At-home document signing upon request
Frequently Asked Questions:
The quick answer is “maybe”, but the important part of that answer is that a Will does not prevent your estate from going through probate.
No, you can give them more than that, but such transfers trigger tax filing requirements, and even if your gift is less than $15,000, it has consequences for nursing home/Medicaid issues. Speak with us for more information.
Not necessarily; using a trust can be helpful for clients with larger estates who want to avoid probate, but people with more modestly sized estates can benefit as well.
While co-ownership may work with many assets, things like IRAs and 401Ks cannot be co-owned, so accessing them in the event of your disability requires a Power of Attorney.
Each case is a bit different, but if a person wants to distribute their assets to many different beneficiaries, or if they only want distributions made under certain conditions, then a trust can be helpful.