There are compelling reasons to engage in estate planning. Firstly, it ensures that your assets are distributed exactly as you intend. Secondly, it can significantly reduce or even eliminate estate taxes upon your death.

To fulfill our clients’ final wishes and reduce tax liabilities on their estates, we offer a comprehensive suite of estate planning services, compliant with both federal and state laws, including:

• Wills and Testamentary Trusts: Detailed information on creating and structuring wills, including the appointment of guardians for minors, and the establishment of trusts through wills.
• Trusts: Offering detailed insight into various types of trusts including Revocable Living Trusts, Special Needs Trusts, and IRA Inheritance Trusts.
• Advanced Directives: Covering Health Care Directives and Durable Powers of Attorney to manage healthcare and financial decisions.
• Estate Tax Planning: Addressing the creation of Credit Shelter Trusts, Qualified Terminal Interest Property Trusts, and other vehicles aimed at optimizing estate taxes.
• Charitable and Family Trust Planning: Information on Charitable Trusts, Qualified Personal Residence Trusts, and Generation Skipping/Dynasty Trusts for long-term estate planning and legacy creation.

We support Personal Representatives and Trustees of Revocable Living Trusts in managing the estates of deceased individuals. Our firm offers comprehensive estate and trust administration services, and we are equipped to assist you with:

• Probate and Estate Administration: Explaining the process of probate, estate tax return preparation, and the roles of executors and administrators.
• Litigation Services: Focusing on Will Contests, Fiduciary Law, Trust Law, TEDRA Law, and Guardianship Law related litigation.
• Asset Protection and Business Planning: Covering strategies for protecting assets through Business Succession Planning, Family Limited Partnerships, and Buy-Sell Agreements.

Our Group provides expert advice on succession strategies, focusing on transferring business ownership to family members, management teams, or third-party purchasers. We prioritize seamless transitions and tax-effective measures, helping to preserve your business legacy and guarantee its success for future generations.

Asset protection is essential for safeguarding your personal and business assets from unexpected liabilities. By effectively shielding your wealth, you ensure long-term financial security and peace of mind for yourself and your family. Business continuity planning is just as crucial, aiming to maintain your enterprise’s value and operations during transitions or challenges.

• Asset Protection Planning: Discussing strategies for shielding assets from liabilities, including the use of trusts and property agreements.
• Business Succession: Outlining plans for transitioning business ownership and maintaining business operations smoothly after the owner's death or incapacitation.
• Family and Marital Property Agreements: Information on community property agreements and marital agreements to manage property within families.