Estate Planning
Whether your estate is big or small, our attorneys are experienced in all areas of estate planning and estate taxation. We will assist you in developing an estate plan that addresses and resolves your specific concerns and needs.
The process begins with the preparation of a Will or Living Trust to accommodate your wishes. We can also advise you on whether you need a special trust for estate tax savings or an asset protection trust and we will structure a plan that minimizes estate taxes and protects your assets for your family.
In addition to having a Living Trust or Will, your complete estate plan includes three additional documents. Those documents are a power of attorney, living will and health care proxy and HIPAA form. These latter documents protect you from financial and medical emergencies during your lifetime.
We also offer comprehensive estate administration services to help transfer assets after the loss of a loved one. Our experienced staff makes the estate settlement process easy. We handle every stage of the settlement from start to finish with efficient, reliable service. We take the worry and stress out of the process.
We also assist many small business clients who need their estate plan to specifically address their concerns about business succession, equalization of inheritance among children not working in the business and the payment of estate taxes when they die.
Finally, after your plan is complete we stay in touch with you to make sure that as your life goes on your estate plan still meets your needs. Each year we send you a follow up letter to remind you to review your documents and invite you to call us if you need changes.
Call our office today and meet with one of our attorneys to review your estate plan.