Estate Planning & Administration

If you unexpectedly die tomorrow, would your assets be protected and your property be passed to those you intend to benefit? Too many times, we have seen financial disaster strike within family-owned businesses because a simple business succession plan was not in place. We have witnessed difficult financial consequences for a descendant’s family because of the lack of planning.

Why don’t people tend to plan ahead? Because in most cases, they think it’s a daunting, and time consuming task. It doesn’t need to be. Our attorneys have years of experience protecting assets and preserving wealth while ensuring that beneficiaries receive what’s intended.

For a family-owned business, our lifetime estate planning services will ensure uninterrupted business succession when death occurs. For individuals, we offer effective use of trusts and similar tools that provide the opportunity for the tax minimization, and preservation of wealth. From the most complicated estates to probate of the will, we are able to handle every detail of estate planning and administration. During the preparation of an estate plan, we work with our clients to address the applicable legal and tax considerations to ensure their needs are fully met.

Although our attorneys have drafted thousands of wills, we serve our clients with guidance and recommendations that prove to be financially beneficial and exceed their expectations. We have also drafted living trusts, charitable remainder trusts and irrevocable life insurance trusts. We work with clients through all estate planning and administration issues including defending a will, overseeing the distribution of properties, conducting business succession and other administrative matters. When clients partner with us, they have peace of mind knowing they have someone who is dedicated and committed to making sure their wishes are fulfilled.

 

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