Estate Planning And Estate Administration

We have vast experience working with clients to create an estate plan as well as administer estates, regardless of the size of the particular estate.

It is very important for everyone to have a will, financial power of attorney, healthcare power of attorney, and a living will. This is true whether the person is young or old, single or married, and is wealthy or not. These basis estate planning documents state what the person’s intentions are when they cannot speak for themselves.

As the law of estate planning evolves, more and more options are available for clients to customize their estate plan to their specific wishes. However, this greater flexibility and multitude of choices also makes estate planning more complex and can be overwhelming at times. We work with each of our clients to examine all of the choices available and then develop an estate plan that is right for them. We also work with clients to periodically review their estate plans to determine if their situation has changed or if there are any new developments in the law that would require any updates or changes.

We work with families to administer the estates of their loved ones, whether that is through the use of living trusts, probate court, or transferring non-probate assets.

Some of the issues that we deal with when working on an estate plan or estate include, but are not limited to the following:

• Wills
• Irrevocable Living Trusts and Revocable Living Trusts
• Financial Powers of Attorney
• Healthcare Powers of Attorney
• Living Wills
• Probate
• Life Insurance
• Annuities
• Payable on Death Beneficiaries
• Transfer on Death Beneficiaries
• Guardianships