Proper estate planning is an important step to make sure a client’s final wishes are honored and to take stress off family members. Our attorneys help individuals, couples, families, business owners, and trust administrators with estate planning and probate law issues.

Wills and Trusts

Our attorneys assist in drafting wills and trusts to ensure assets are distributed according to the client’s wishes. We are also experienced in preparing powers of attorney and advanced directives. Our attorneys walk clients through all available options and help choose the best method(s) available.

Probate

All estates go through a legal process called probate where the assets of the deceased are managed and distributed. Our attorneys are highly experienced in settling estates for individuals and fiduciaries, and our probate practice includes probating estates as well as post-mortem estate and income tax planning. We help guide administrators, guardians, trustees, and beneficiaries through the entire estate administration and settlement process.

Estate Taxation

Because today’s tax system is complicated and ever changing, our attorneys can help prepare an estate plan that minimizes applicable estate taxes. We have the knowledge and experience to help client’s understand their options, including:

• Setting up life insurance trusts
• Establishing lifetime gifting and marital or charitable deduction trusts
• Maximizing estate, gift, and transfer tax exemptions
• Creating business continuation plans
• Structuring retirement plan and IRA distributions