Estate and Financial Planning

Experience

We take pride in our ability to provide a full range of practical solutions to help clients develop customized estate plans. We prepare the necessary documents to put the plans into effect, which may include marital property agreements, wills and trust arrangements, living wills, and power of attorney documents. We also assist in all phases of gift planning, including gifts to family members and to charities. We focus our creative efforts on minimizing taxes for our clients. We help owners of businesses plan for the orderly and efficient succession of their businesses. We also advise individual and corporate fiduciaries regarding tax matters and estate and trust administration.

Our Attorneys can assist you with a plan to minimize the complexities of estate planning and probate for those who will manage your affairs in the future. We will work with you to explore options that suit your needs.

Our Estate and Financial Planning Department helps clients build and preserve their wealth, both for themselves and for their heirs. Our Attorneys advise individuals and corporate executives on matters regarding both tax and financial planning, and estate and trust administration. In this way, we serve as counselors and personal advisors to individuals and corporations. Our estate planning services include a comprehensive and continuous analysis of the clients' assets and incomes in relation to their financial and personal goals.

We also counsel owners of closely-held businesses, including farms and ranches, as to succession planning and related matters. We advise individuals and trustees on estate, gift and tax planning and asset protection planning. We draft wills and probate estates, establish and terminate trusts, and form and advise charities. Together with our Litigation Department, we litigate matters involving all aspects of fiduciary liability, will and trust disputes, and gift, death and fiduciary income tax disputes.

Our complete estate planning services are designed to provide our clients with tax-efficient estate plans which are sensitive to family and business circumstances. Our Attorneys can assist you with a plan to minimize the complexities of estate planning and probate for those who will manage your affairs in the future.

We would be delighted to help you with your legal questions. Please contact our office, toll free, at 800-333-5201, 24 hours a day, or send us an email to schedule a consultation with one of our Attorneys. You may also browse through our Estate and Financial Planning FAQs for more information.

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Practice Areas:

With our assistance, you can make informed decisions regarding:

  • Estate Planning (wills, living wills and power of attorney)
  • Living Trusts
  • Gifting
  • Life Insurance Trusts
  • Beneficiary Designations for Life Insurance, IRA, 401-K, other Pension and Profit Sharing
  • Tax Minimization or Avoidance
  • Probating Estates informally, or Court Supervised
  • Non-probate Transfers of Joint or Survivorship Marital Property
  • Federal Estate Tax Returns
  • Distribution of Assets
  • Termination of Trusts
  • Will/Trusts Contests
  • Probate Litigation
  • Will/Trust Defense
  • Family Business Succession Planning

Trusts, Wills, Probate and Estate Team:

If you have legal questions, please contact us to schedule a consultation with one of our Attorneys. You may also browse through our Estate and Financial Planning FAQs for more information.