Estate Planning & Probate

Estate Planning & Probate

By utilizing and executing basic estate planning tools, you and your loved ones will enjoy peace of mind, knowing there is a plan in place in the event of death or incapacity. By executing a comprehensive estate plan, you afford your loved ones the chance to be there for you, rather than worrying about the legalities of how to take care of you and your affairs.

  • Probate

    We offer comprehensive representation for personal representatives, trustees and beneficiaries in estate and trust administration.

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  • Wills

    Executing a will allows you to make decisions now about who will handle your affairs after you are gone, including the collection and distribution of your assets in accordance with your estate plan and payment of inheritance tax.

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  • Trusts

    Establishing a revocable trust allows you the opportunity to engage in more in-depth planning.

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  • Powers of Attorney

    By executing these types of documents, you can choose people to make health and financial decisions for you in the event you are unable to for yourself.

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  • Inheritance Tax

    The determination and assessment of the inheritance tax is a court proceeding based on the value of the estate. Failure to pay the tax can result in penalties being assessed against the assets of the estate.

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