Estate Planning
Estate Planning is a uniquely personal process involving considerations of family, legacy, tax, assets, and liabilities. We provide advice to assist you and your beneficiaries in being as prepared and knowledgeable as possible in achieving your goals through creation of a will and trust. We can help with considerations of charitable gift planning, tax consequences, avoiding probate, and Medicaid eligibility. And provide additional services including:
Asset Protection
Foundations
Gift Planning
Irrevocable Trusts
Life Insurance Trusts
Living Wills
Powers of Attorney
Probate Court
Executor Representation
Opening and Administration of Estates
Personal Representative Representation
Trustee Representation
Property Disposition
Specialized Deeds
Special Needs Trusts
Succession Planning for Businesses
Taxation Issues
Trusts
Wills
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What Our Clients Are Saying
“Flexible, easy to work with, and always there when I need him.” T.H.