Probate, Trusts and Estate Planning

At any stage of life, it is important to think about how you want your financial and personal affairs dealt with in case of death or disability.  Whether the issue is who will take care of your children, or how to transfer assets to your loved ones with the least complication and cost, or handling your finances if you are no longer able to do so for yourself, we will help to make sure your wishes are carried out in the most efficient and cost-effective manner.

  • Estate PlanningWills (simple and complex)
  • Testamentary Trusts
  • Revocable Trusts, “Living Trusts”, Grantor Trusts
  • Gift Trusts
  • Trusts for minors
  • Power of Attorney
  • Health Care Directive (“Living Will”)
  • Estate Tax Planning
  • Farm Succession / Business Succession
  • Gift Planning
  • Probate Proceedings
  • Estate Administration / Estate Settlement
  • Trust Administration / Trust Accountings / Fiduciary  Tax Returns
  • Non-Probate Property Transfers
  • Beneficiary Designation
  • Joint Ownership
  • Life Estates, Remainder Interests
  • Transfer on Death Deeds
  • Garardianship
  • Conservatorship
  • Medical Assistance Planning / Nursing Home Planning