Estate Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate during a person’s life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. However, the ultimate goal of estate planning is determined by the specific goals of the client and may be as simple or complex as the client’s needs dictate. Estate planning involves the will, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gift, and powers of attorney, specifically the durable financial power of attorney and the durable medical power of attorney.

Our areas of emphasis include:

  • Estate Planning – We provide wills, trusts and other important documents that will achieve your asset preservation and tax goals.
  • Wills and Trust Administration – We help estate representatives carry out their legal duties to beneficiaries, creditors, and taxing authorities.
  • Guardianship Administration – We represent guardians who are entrusted by the court to manage the assets of incapacitated people, including minors.
  • Estate and Trust Litigation – When you need aggressive probate lawyers, we vigorously pursue and defend complex will and trust disputes on behalf of fiduciaries and beneficiaries.

By using state-of-the-art technology in computer software and document management, we produce timely cost- effective results. We provide the innovative and reactive representation commonly associated with a large Estate Planning law firm, along with one-on-one attention very client desires and deserves.