
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
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Last Will and Testament
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Trusts (Revocable, Irrevocable, Special Needs, Life Insurance)
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Advance Directive and Appointment of Health Care Agent
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Powers of Attorney
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Estate Tax Planning
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Includes domicile (residency) planning.
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Probate and Estate Administration
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Trust Administration
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Includes representation of fiduciaries/trustees.
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Marital and/or Cohabitation Agreements
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Prenuptial Agreements
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Postnuptial Agreements
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Separation and Marital Property Settlement Agreements
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Asset Protection Planning
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Business Succession Planning
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Guardianship
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Equine/Agricultural/Farm Planning and Preservation
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Elder Care Planning
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Establishing and Maintaining Family/Corporate Foundations