Estate Planning Lawyer & Trust Attorney Jim Plitz
As an estate planning lawyer and trust attorney, I understand that people naturally postpone estate planning for a number of reasons:
- They don’t want to think about death;
- They are not sure how they want to distribute their assets;
- There are other financial needs;
- They feel that they will have time for estate planning; and
- They do not know where to begin.
That is why I make the estate planning process easy. I serve clients by learning about their situations and goals, and use that to develop an effective and personalized estate plan. I build relationships with clients and their families, so they know I am with them for the long-term, to help monitor and advise on their changing circumstances. I give my clients the confidence they want knowing their family will have a trusted adviser on their side when the plan is fully used.
Our Estate Planning Services
WHY USE PLITZ ESTATE PLANNING?
We care about our clients and their families. We care about our community. Our mission is to spend quality time with families to prepare a personalized plan that makes life’s most difficult time a little easier.
We surround ourselves with people who make our experiences better. At Plitz Estate Planning, this includes our clients. We work with people we enjoy and we build a relationship to give you the peace of mind that you deserve.
Taxes, laws, and death are complex issues. We take these complex topics and talk to you in a way you can comprehend. We spend the time with you to educate and guide so you will make the best decision for you.
Over the course of more than 10 years of estate planning practice, we’ve helped more than 1,000 clients understand the path to achieve their goals. By developing comprehensive estate plans that protect their assets, their interests, and leave their families a lasting legacy upon death.
Without a valid will, and/or trust, disputes tend to arise among family members about the division of assets, which can lead to irreparable hurt and even litigation. Don’t let this be your legacy!
My wife and I have discussed a few changes in our living trust with James Plitz and we think he has given us some very good advice. It has been a pleasure working with him.
James Plitz is the best! He is always there when you need him to help answer any questions about your Estate Planning. The Estate Planning that he does for you is outstanding! I lost my husband 4 years ago, and James was amazing in all the help that he gave me in navigating that process…
We would recommend James as a Trust Attorney without hesitation. While he is extremely knowledgeable, he is also down to earth. He takes the time to educate you using every-day layman’s language. He is genuinely interested in you and not just interested in what he needs to know to do the job and receive payment…
I began my relationship with My. Plitz when he was in New Mexico and enjoyed the expertise and care he provided. I felt secure with him and had confidence in the consulting work he will continue to do on my behalf as he transitions to his own estate planning firm in Indiana.
It is my privilege to be working with Jim. From the moment we met, I knew that he was the person I wanted to represent me. He instilled a quiet confidence, excellent knowledge – trust and respect. I would always want Jim ‘in my corner’!..
Jim knows his business. I especially like how he gets back to us quickly with understandable explanations to our questions. I have recommended Jim to friends who have been equally pleased…
Jim was extremely helpful in creating our trusts and other legal documents. Since I have some training in contracts, Jim was very accommodating and worked with me on changes that I suggested. If I did not understand some aspects of the legal documents, he was very willing to provide a thorough and clear explanation…
Jim is upright, honest, and outstanding at what he does. He works hard and tries to do the right thing by his clients.
John and I first met Jim when we needed to update our Trust. He was knowledgeable, competent, and personable. However, I appreciated him much more after John’s death. He understood the grief! He walked me through the steps to divide and update the trusts…
Jim is a great resource for our trust. He is easy to contact, very knowledgeable, and patient. His personable manner makes it easy to discuss and resolve complicated issues. His explanations are relatable and down to earth. Thanks Jim!
NEWS & ARTICLES
Cleaning up your Parents’ Mess
The dead have it easy. It is those who are left behind who will need to clean up the proverbial…
Lessons from the Estate of Anne Heche: Trust Planning can Help
Anne Heche succumbed to her injuries and died on August 11th. Today, it was reported that there have been papers…
Live Your Best Dash
Many of our friends and families are having a great time during their summer vacations. We see all of the…
It Can Happen – Are you Prepared?
Are you risk averse? Do you like to gamble? Do you like to “let the dice roll”? Even though most…
A Time to Plan and a Time to Reflect
Losing someone you love is never easy. We all have experienced this pain. The closer the relationship and bond to…
Simple Now may Equal Difficulty Later
Everything should be simple. We should follow the KISS method of keeping it simple, and there is much to be…
The only Certain thing is Uncertainty
Life has a way of reminding us that nothing is certain. The only predictable thing about life is that it…
Funding Your Trust
A trust controls the assets which is titled to it. This is called “Funding the Trust”. Funding a trust is…
Satisfaction Guaranteed – If you are not 100% satisfied with the service or process within 60 days of signing your estate planning documents, you will receive a full refund.