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 financial position, goals and desires. Our practice in this area includes:
- Trusts and wills
- Charitable giving, including annuities, remainder trusts and other tax-advantaged giving
- Guardianships and conservatorships
- Will 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 are:
Nick R. Taylor
Susan J. Spahn
They will be glad to assist you with your estate planning needs.