Estate Planning
Recognition of the desires of each client is a cornerstone of our estate planning practice. We counsel each client individually with respect to alternatives only after we obtain a complete understanding of a client’s goals, desires, and financial position. Our practice in this area includes:
- Trusts and Wills
- Charitable Giving (including annuities, remainder trusts, and other tax-advantaged giving)
- Guardianships and Conservatorships
- Probate and Estate Administration
- Estate, Gift, Generation-Skipping and Excess Accumulations Tax Planning
- Estate-Related Litigation
- Benefits for the Elderly
- Life Insurance Trusts
For the business owner, effective estate planning requires coordination of individual planning with a business plan and goals for business succession.
Click here to access our Estate Planning Questionnaire/Guide.
The attorneys in our Estate Planning Department include:
Nick R. Taylor
Thomas R. Brown
Susan J. Spahn
Alexandria M. Emig
They will be glad to assist you with your estate planning needs.