Estate Planning and Administration
Our attorneys explain and prepare documents for estate planning options to ensure that clients’ testamentary objectives are accomplished and that inheritance and estate tax liabilities are reduced or eliminated. Also, our attorneys explain and prepare documents for the delegation of authority to act in the event that clients become mentally incapacitated because of illness or trauma. Planning documents include the following:
- Health Care Declarations and “Living Wills”
- Powers of Attorney
- Trusts (Living, Testamentary and Inter Vivos)
We focus on the unique planning needs of small business owners, real estate investors and professionals.
When a loved one passes away, with or without a will, the Firm guides families through the probate and administration process. Our attorneys assist with the orderly transfer of real estate and personal property including the preparation of state inheritance and federal estate tax returns.