We will help you plan for the ultimate disposal of your property through wills, gifts, trusts, lifetime transfers or structuring a sale of your business or assets. We strive to minimize the "red tape" of probate and assist in avoiding unnecessary estate taxes. If probate is necessary, we can handle all accounting and required filings with the court and taxing authorities. If you have "put off" discussing your need for a will or living trust, put it on your list of things to do.
In the event it becomes necessary for you to experience the "feared" legal process known as probate, we can act as your guide through the numerous legal responsibilities of a personal representative or administrator and assist you in the orderly transfer of the estate assets.
We also handle guardianships, conservatorships, federal and state estate tax planning, charitable gifting, medicaid planning, protective transfers and after-death tax planning.
