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American Family Estate Planners
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Revocable Living Trusts
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Last Will and Testament
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Powers of Attorney
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Advance Medical Directives
ESTATE PLANNING
Estate Planning Basics
Estate Planning is the process of setting up legally effective arrangements designed to:
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Keep your estate within your family
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Ensure continuity of management of your affairs in the event of incapacity
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Avoid Probate
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Distribute your assets efficiently and effectively
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Minimize or prevent disputes and challenges to your stated desires
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Minimize potential taxes
An effective Estate Plan coordinates what happens to your home, savings, investments, businesses and retirement assets while you are alive and after you die.
Who needs an Estate Plan?
Most people do – whether your estate is large or small. Either way you should designate someone to manage your assets and make health care decisions for you if you ever become unable to do so for yourself. It is possible that simple Will along with Powers of Attorney may be sufficient to distribute a very small estate. In today’s world however, the use of Revocable Living Trusts is increasingly more common.
Who Needs a Living Trust?
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Married couples or single parents
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Anyone who owns Real Estate
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Anyone who desires that assets be held “In Trust” and distributed to beneficiaries according to special terms or beyond the age of 18.
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Anyone with special needs children or beneficiaries
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Married couples in a second marriage who want to protect children of a first marriage
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Business owners
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Domestic partners
The many advantages of a Living Trust
A Revocable Living Trust is usually the essential first step of any estate plan. Here are just some of the many benefits of a living trust:
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Protecting your assets during your lifetime and after you're gone
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Avoid the expense, delays & public nature of the probate process
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Can reduce or eliminate estate taxes
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Ensure the proper use of your assets long after you have passed
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Provide appropriate income for your beneficiaries
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Avoid the court control of assets in the event of your incapacity
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Protect special needs family members
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Protect children from court imposed guardian-ships
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Minimize emotional stress from the potential fighting
OUR VISION
American Family Estate Planners' goal is to offer excellent service as we create professional legal documents designed to accomplish your wishes now while you are living and after you are gone.
Since we do believe that "knowledge is power", we provide comprehensive estate planning workshops explaining your legal options so that you can proceed with a plan that best suits your unique family situation.
At American Family Estate Planners we attempt to conduct ourselves with personal integrity because there is an overriding purpose to our company which is two-fold. "our goal is to glorify God and benefit our clients and their family". We believe that truly sums up a win / win business strategy. We will do everything we can to meet and exceed your expectations.
It is unfortunate that many people mistakenly believe that a simple "Last Will" will suffice when it comes to distribution of your estate after you are gone. However, since "Wills" do not help you one bit if you become incapacitated and they don't avoid probate, most people discover that a "Last Will" alone is not enough. With some simple planning, we can avoid the involvement of the probate courts, protect your wishes if incapacitated and eliminate most if not all of the family squabbles. We believe that most people want to leave a legacy that blesses their family, and not uncertainty or a legal conflict inviting the courts to settle disputes.
It's been said that if you don't have a good estate plan, Uncle Sam, your state treasurer and some local attorney may be the happiest beneficiaries when you die.
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Currently Offering Estate planning services in
Virginia - District of Columbia - Maryland - North Carolina - Pennsylvania
ABOUT US
Our entire team is committed to meeting your needs. We use only qualified estate planning attorneys to create every estate plan which is customized for each client.
Daniel Leonhardt has more than 20 years of experience as a seminar speaker and estate planning consultant to
thousands of clients from California to Virginia. He has the unique ability to make your legal options easy to understand. We would welcome the opportunity to earn your trust and deliver to you the best service in the
industry.
Daniel started American Family Estate Planners with a desire to help people maintain control of their assets and
pass them efficiently along to their heirs without court interference and costly attorney fees that are associated
with the probate process. He and his associates have conducted over 6,000 seminars, speaking to people in different parts of the country and educating them on the best ways to preserve their estate.
Daniel has been married to Christy for 37 years, and is the father of Erin, Elizabeth, Charles and Dani-joy, and is grandpa to Ryanne, Corinne, Jordan , Adeline, Wesley, Hudson, Zoey, Kennedy and Caleb.
CONTACT
OUR ADDRESS
Corporate Headquarters: 20130 Lakeview Center Plaza #400 Ashburn VA, 20147
Maryland Office: 5074 Dorsey Hall Dr #204, Ellicott City, MD 21042
North Carolina Office: 8601 Six Forks Rd #400, Raleigh NC 27615.
Email:
daniel@americanfamilyestateplanners.com
charles@americanfamilyestateplanners.com
Office: 703-840-5504
Telephone: 1-888-468-7770
For any general inquiries, please fill in the following contact form:
