Helping clients envision how they would like to handle their estates and then assisting with the administration of that plan is especially rewarding. Though estate tax is not as relevant as it once was now that the exemption is much higher, income taxes are increasingly relevant in the estate planning we do. Probate avoidance is always at the top of the list — whether it’s avoidance for post-death asset administration or avoidance during incapacity or disability. Last Wills, Revocable Living Trusts, General Durable Powers of Attorney, Beneficiary Deeds, Health Care Declarations and Health Care Durable Powers of Attorney are all tools used in a typical estate plan.

Planning what will happen to your estate—real and personal property owned at death, disability or incapacity—is important for everyone. With my aid, you can protect you and your family, anticipate estate and gift tax issues, and plan asset distribution and probate avoidance. I can provide the following estate planning and estate administration services:

  • Last Will and Testament 
  • Revocable Living Trust
  • Beneficiary Deed
  • Beneficiary Designations and other Non-Probate Transfers
  • General Durable Powers of Attorney
  • Health Care Declaration and Health Care Durable Power of Attorney
  • Pre-nuptial Agreement
  • Probate Avoidance

Post Death:

  • Probate Administration
  • Trust Administration
  • Asset transfer—including assistance with beneficiary claim forms and inherited retirement accounts, pensions and annuities 
  • Coordination of tax return filng requirements

Should it be necessary for you or someone you know to administer the estate of another, we are here to help. Our experience with handling probate and trust estates will allow us to remove some of the burden so you can ensure that laws and requirements are met.