Wills, Estates And Trusts

Our estate planning services are provided to assist clients to preserve assets, prepare for retirement years, provide for personal and medical care, address and minimize the impact of gift and estate taxes, and assure distribution of assets in the desired manner through gifts, bequests, and charitable contributions. Instruments that may be employed to achieve these results include:

  • Wills
  • Living will declarations
  • Advance medical directives
  • General durable powers of attorney
  • Revocable living trusts
  • Testamentary trusts (such as credit shelter, marital or descendants trusts created in will instruments)
  • Insurance trusts
  • Residential grantor retained interest trusts
  • Charitable trusts

We educate our clients so that we may correlate the use and implementation of planning concepts and instruments with the needs and informed desires of our clients.

Because the death of a person may trigger a number of legal proceedings and responsibilities, our estate administration services cover all possible areas of activity, as needed, including:

  • Estate administration before the proper court(s)
  • Conduct of caveat proceedings
  • Life insurance and retirement annuity distributions, planning and implementation
  • Fiduciary income tax services
  • Death taxation compliance (federal estate, state inheritance, state estate, generation skipping and foreign taxation)

Contact us today — Let us put our experience to work for you.