We will provide you with the information and recommendations so you can make informed decisions about your estate and your family’s future.

Estate planning is the process of accumulating and disposing of an estate to maximize the goals of the estate owner. The various goals of estate planning include making sure the greatest amount of the estate passes to the estate owner’s intended beneficiaries, often including paying the least amount of taxes and avoiding or minimizing probate court involvement. Additional goals of estate planning typically include providing for and designating guardians for minor children and planning for incapacity.

The tools involved in estate planning include the will, various types of trusts, beneficiary designations, powers of appointment, various forms of property ownership (Joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety, etc), gifting, and powers of attorney, specifically the durable financial power of attorney and the durable medical power of attorney.

Our office can help you with estate planning, including providing:

• Free initial consultation
• Estate Planning Representation
• Legal representation with Living Trusts, Wills (simple and complex), Living Wills, Powers of Attorney, Irrevocable Trusts, Family Limited Partnership, and Charitable Giving
• Incapacity Planning
• Representation in pre-planning the handling of a client’s affairs in the event that they become incapable of managing their affairs before passing away
• Probate Representation, Trust Administration, and Probate Litigation