Trusts & Estates

​The purpose of estate planning is to ensure transfer of assets to intended beneficiaries in a tax-efficient, orderly, and cost-effective manner, to protect those assets in the event of a creditor (including spouse) claim, and to plan for handling of assets and personal care in the event of disability. To this end, our services include the following:

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• Prepare Estate Planning Documents

  • Last Will and Testament

  • Trusts (Revocable, Irrevocable, Special Needs, Life Insurance)

  • Advance Directive and Appointment of Health Care Agent

  • Powers of Attorney​​​

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• Estate Tax Planning

  • Includes domicile (residency) planning.​

 

• Probate and Estate Administration

 

• Trust Administration

  • Includes representation of fiduciaries/trustees.​

 

• Marital and/or Cohabitation Agreements

  • Prenuptial Agreements​

  • Postnuptial Agreements

  • Separation and Marital Property Settlement Agreements

 

• Asset Protection Planning

 

• Business Succession Planning

 

• Guardianship

 

• Equine/Agricultural/Farm Planning and Preservation

 

• Elder Care Planning

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• Establishing and Maintaining Family/Corporate Foundations