Estate Planning
Careful estate planning ensures that your property passes to those persons or institutions of your choice, minimizes or avoids estate taxes and designates persons to make decisions on your behalf if you are not competent to do so. It is also important to be sure your estate is properly handled after death. The services we provide are:
- Reviewing your objectives, issues, assets and property
- Creating wills, trusts, powers of attorney and other directives
- Representing fiduciaries in the probate/administration of estates including:
- Securing court appointment of Personal Representative or Administrator
- Preparing inventory of estate assets
- Resolving any claims of creditors, sale of any real property and distribution of assets