Life and Estate Planning
Our clients want to be sure that their wishes regarding their assets and property will be followed in the present and in the future. In addition to the preparation of wills, durable powers of attorney, and powers of attorney for health care, we also focus on setting up more comprehensive trusts and estate plans that provide our clients with greater protections and potentially significant income and estate tax savings.
We provide all levels of assistance with the probate of wills and the termination of trusts. We encourage family members, the personal representative, trustee, or other person you may have designated, to be actively involved. We are prepared to train trustees to help keep costs to a minimum by taking on some of the necessary tasks themselves. And we are also prepared to handle all levels of work such as re-titling and transferring assets and completing all necessary tax returns.