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:

  • 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​​​

  • 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

  • Establishing and Maintaining Family/Corporate Foundations