Personalized Estate Planning for Every Stage of Life
Planning for the future is essential to protect your assets and your loved ones. However, estate planning can be intricate and daunting to tackle alone. That’s why Amber Fitzgerald and The Fitzgerald Firm are here to assist. Amber listens carefully to your unique circumstances, values, and legacy goals. After meeting with her, you’ll have peace of mind knowing a compassionate professional is handling your estate planning. From wills and trusts to specialized strategies, Amber is here to help.
Plan for Peace of Mind Today
comprehensive estate planning services
Estate Planning Services at The Fitzgerald Firm
The Fitzgerald Firm offers a wide range of estate planning services tailored to meet your needs. Here are some of the services for which you can rely on Amber Fitzgerald
- Last will and testament
- Revocable living trust
- Power of attorney
- Advance healthcare directives
- Special needs trust
- Irrevocable special-use trust
- Business succession plans
- Asset protection entities
- Non-citizen estate planning
The Fundamentals
More on our Estate Planning Services
Last Will and Testament
A last will and testament is a cornerstone of any estate plan, allowing our St. Charles County, MO clients to specify asset distribution after death and appoint guardians for minor children. Amber Fitzgerald provides professional assistance in drafting and updating wills. However, a comprehensive estate plan often includes trusts and other advanced tools for more robust protection.
Revocable Living Trusts
A revocable living trust allows you to manage your assets during your lifetime and distribute them according to your wishes after your death, bypassing probate. Amber Fitzgerald assists clients in St. Charles County with establishing and managing revocable living trusts to ensure their estates are handled efficiently and according to their wishes.
Power of Attorney
A power of attorney is a legal document that grants someone you trust the authority to make decisions on your behalf if you become incapacitated. Estate Planning Lawyer Amber Fitzgerald helps you select the right person and clearly define the scope of their authority. This proactive planning can prevent legal complications, reduce family stress, and ensure your financial and healthcare decisions are in trusted hands.
Advance Healthcare Directives
An advance healthcare directive, or living will, outlines your medical treatment preferences if you’re incapacitated. This document specifies your wishes regarding life-sustaining treatment, pain management, and other critical healthcare decisions. Amber’s guidance ensures that your healthcare directives are clear, legally binding, and reflective of your values and desires.
Special Needs Trust
A special needs trust provides for the long-term care and financial needs of a loved one with disabilities without jeopardizing their eligibility for government benefits. Amber Fitzgerald keeps up-to-date with regulations to help you establish a special needs trust that ensures the well-being of your disabled loved one.
Irrevocable Special-Use Trusts
Irrevocable special-use trusts allocate funds for specific purposes such as asset protection, charitable giving, or education funding. Once established, these trusts cannot be altered or revoked, providing greater protection against creditors and legal claims. Amber structures these trusts to protect your assets and fulfill your specific desires.
Success Stories
Overheard
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The Fitzgerald Firm made the intimidating process of establishing a family trust less so! Amber's commitment to aligning our life's planning with both compassion and clarity made the experience a good one.
The Word On The Web
Business Owners
Succession Planning for Missouri Business Owners
Planning for your business’s future is crucial for its continued success and smooth transition to new ownership. Amber Fitzgerald offers comprehensive business succession planning services to help business owners prepare for retirement, sale, or transfer of their business. A detailed succession plan identifies potential successors, outlines transition strategies, and addresses tax implications. Amber’s holistic approach ensures that your legacy is preserved and the transition process is seamless.
Asset Protection Entities
Asset protection entities like LLCs and family limited partnerships are powerful tools for safeguarding assets. Amber’s clients benefit from her extensive knowledge and careful planning in establishing these entities. The result is reduced liability, increased peace of mind, and greater value for your beneficiaries.
Non-Citizen Estate Planning
Non-citizens face unique challenges in estate planning, such as specific tax implications and legal restrictions. Amber Fitzgerald’s experience in non-citizen estate planning helps clients in St. Charles County overcome these obstacles and develop strategies to minimize liabilities.
Peace of Mind
The Planning Process
Do you want to create a will or living trust but haven’t gotten to it? Or maybe you don’t know where to start? The Fitzgerald Firm’s Peace of Mind Planning Process makes preparing for your family’s future simple and convenient.
We understand that you’re busy, and no one wants to travel to an office unnecessarily. That’s why we’ve streamlined the process so you can complete as much as possible from home. You can get started online via DocuSign and pay electronically, eliminating the need for office visits.
From there, we guide you through the information-gathering process (no lengthy intake forms!). The first draft contains an easy-to-read summary and personalized explanation video. When we have the final documents, you can sign and notarize them at your home or online. We believe protecting your family in St. Charles County should be straightforward, and that’s your reality with The Fitzgerald Firm.
Schedule Your Peace of Mind Planning Session
- Answer all of your questions and listen as you share your goals, concerns, and objectives.
- Outline your options, including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family.
- Thoroughly review our estate planning process and unique flat fee pricing, so you know exactly how much your investment will be and how long it will take.
- Discuss next steps if you and Amber decide you’re a good fit to work together.
You will leave the session with a clear understanding of what you need (and don’t need!) to protect your family and assets.
Speak with Attorney Amber Fitzgerald
Amber Fitzgerald’s extensive experience in estate planning and commitment to personalized solutions makes her the estate planning attorney St. Charles County residents need. Schedule a call today to discuss how The Fitzgerald Firm can assist you in developing a robust estate plan.
