Estate Planning

 

You have worked hard to accumulate assets.  It is important to you to determine who receives those assets after you are gone.  We can help.  We provide comprehensive estate planning services for a wide range of clients - from those with taxable estates to those with simple estates.  A sample of our services includes:

  • Wills

  • Powers of Attorney

  • Health Care Directives (Living Wills)

  • Trusts

  • Community Property Agreements

  • Asset Protection

  • Limited Family Partnerships, LLCs

  • Federal and State Estate Tax Planning

  • Income and Capital Gains Tax Planning

  • Long Term Care Planning

  • Succession Planning 

  • Prenuptial Agreements

 

Probate

 

The loss of a loved one is an emotional time.  We can help you through the process of administering the dearly departed's estate.  There can be a lot to do: opening the probate case in court; transferring real estate, bank accounts, vehicles, business asset and more to the designated heirs; dealing with creditors and family disagreements; determining how to divide non-liquid assets, what to do with a gun collection, etc.  We have experience with all of these and more, and can guide you through all of it.

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