Estate Planning
Estate planning is the process of arranging for the management and distribution of your assets during your lifetime and after death. Our comprehensive estate planning services help you:
- Minimize estate taxes and preserve wealth for future generations
- Protect assets from creditors and lawsuits
- Ensure your wishes are carried out exactly as intended
- Avoid family disputes and probate complications
- Plan for incapacity and long-term care needs
We work closely with you to develop a customized estate plan that reflects your values, protects your loved ones, and achieves your long-term goals.
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Living Trusts
A living trust is a powerful estate planning tool that allows you to maintain control of your assets during your lifetime while ensuring seamless transfer to your beneficiaries. Benefits include:
- Avoid the time and expense of probate proceedings
- Maintain privacy - trusts are not public record
- Provide for management of assets if you become incapacitated
- Allow for flexible distribution terms and conditions
- Protect assets for minor children or special needs beneficiaries
Our attorneys help you establish and fund living trusts that provide security and peace of mind for you and your family.
Learn MoreWills
A properly drafted will is the foundation of any estate plan. Without a will, state law determines how your assets are distributed. Our will preparation services include:
- Designation of beneficiaries for all your assets
- Appointment of guardians for minor children
- Selection of a trusted executor to manage your estate
- Specific bequests and distribution instructions
- Tax planning strategies to minimize estate taxes
We ensure your will is legally valid, clearly written, and accurately reflects your wishes for the distribution of your estate.
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Durable Power of Attorney
A durable power of attorney allows you to designate someone to make financial and legal decisions on your behalf if you become unable to do so. Key features include:
- Immediate or springing powers based on your preferences
- Broad or limited authority as you specify
- Healthcare directives and HIPAA authorizations
- Protection against financial exploitation
- Ensures bills are paid and assets are managed
We help you select trusted agents and draft documents that provide the appropriate level of authority while protecting your interests.
Contact UsProbate Process
Probate is the court-supervised process of settling an estate after someone passes away. Our probate services include:
- Filing necessary court documents and pleadings
- Identifying and inventorying estate assets
- Notifying creditors and resolving claims
- Managing estate assets during administration
- Distributing assets to beneficiaries
- Preparing and filing estate tax returns
We guide executors and administrators through each step of the probate process, ensuring efficient and proper estate settlement.
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Trust Administration
Trust administration involves managing and distributing trust assets according to the trust terms. Our trust administration services include:
- Reviewing trust documents and identifying trustee duties
- Asset valuation and management strategies
- Accounting and record-keeping requirements
- Tax planning and return preparation
- Distributions to beneficiaries
- Resolution of disputes and litigation support
We provide trustees with expert guidance to ensure proper trust administration and fulfillment of fiduciary responsibilities.
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