Estate Planning with us-you’re in control. You’ve worked hard for what you have. You should decide what happens to your assets now and when you’re gone. The Heritage Law Center has the experience and expertise to guide you in doing just that.
Give what you have, to whom you want, when you want, the way you want. Did you know this was possible?
We’ll show you how to minimize estate tax implications, the advantages of trusts, and how to protect assets that otherwise may be lost.
We’ll help you design the most effective plan for your family, to address estate planning, Medicaid planning and qualification, disability, special needs, probate and post-death planning opportunities.
The sooner you start, the more options you’ll have. It’s never too late to begin estate planning, and in every case, we anticipate the unexpected. We’ll explain your options given time frames and circumstances.
However, the most effective plan is built on long-term goals rather than reactions to immediate needs. Knowing where you want to be at each stage of your life helps with decision-making when circumstance change.
We know the law, that’s the easy part. Our name says it all. We know estate planning. It’s where we devote our complete attention. Our comprehensive understanding of this area of the law allows us to create solution that protect your interests to the fullest. In fact, many experts in the field rely on us for advice and educational resources. We think that speaks for itself.
We don’t tell you what to do, we tell you what you can do. The foundation for your plan is based on your wishes. Your situation is unique and no one knows it better than you. We listen and learn, then educate you regarding your options. The ultimate decisions are yours to make. We’ll guide you every step of the way and make sure you understand all of your options.
Finally, we know that flexibility and longevity are important. So we're in this with you for the long run. That means you’ll always be able to make adjustments as your life changes. Estate planning is an area where trust and commitment are essential. Teamwork at all stages is vital to the success of your plan. Working with you and your key advisors ensures what you have today is protected for your loved ones tomorrow.
You’ve worked a lifetime building your assets for you and your family. Now trust your planning to the people who have the resources and experience to protect what you have for those you love. Our “Lifetime Planning Process” is a unique approach to planning. In the end you’ll have the protection you need to give what you want, to whom you want, when you want, the way you want.
Heritage Law Center Jerry D. Balentine, P.C. & Associates Chase Bank Building, Suite 305 6303 North Portland Oklahoma City, Oklahoma 73112 Tel: 405-946-4500 Fax: 405-946-4757 E-Mail: info@balentinelaw.com Internet: http://www.heritagelawcenter.com
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