You worked hard for your money. You planned, sacrificed, and saved. You made smart financial decisions along the way. You put together what the law calls an estate. An estate, large, small, or medium is your life’s financial accomplishment. You want to pass your success on to your loved ones. You know what you want to do.
Karen Misfeldt’s job is to listen to you and craft the right plan and documents to accomplish your objective. She will work with you to put your goals on paper that clearly say what happens to your estate. You may need a simple will. You may need a trust or more involved plan. You may want to pass on a business. You do want to minimize tax and avoid probate. Karen’s job is to carry out your wishes in the most effective manner.
Death triggers filing a will for probate, or administration of a trust. Those responsibilities often fall to family members who have little understanding of legal process and procedure. Karen guides personal representatives and trustees through the process. She ensures that probate or trust administration is done correctly and efficiently.
You can’t live without the lawyers, and certainly you can’t die without them.
— J.H. Choate