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Estate Planning and Administration |
Everyone should have a Will, a Durable Power of Attorney, and a Health Care
Proxy. Depending on your financial circumstances and state of life,
there may be a need for more estate planning or asset preservation tools.
We have been helping families in estate planning since 1926 in the following
areas:
- Wills
- Lifetime giving
- Transfer of assets
- Medicaid eligibility
- Estate preservation
- Life estates
- Lifetime trusts
- Testamentary trusts
- Income, gift and estate tax liability
- Durable powers of attorney
Careful planning, using the available tools, can eliminate
or minimize unnecessary losses or excessive taxation of
your assets at the time of your death.
After death, we work closely with family members, executors,
accountants and other professionals to:
- Give guidance and counseling to surviving spouses and family
- Liquidate and distribute assets
- Promptly pay debts
- File necessary tax returns
- Settle real estate issues, if
any
- Address any claims or litigation
- Resolve any other matters which arise
