Business

ESTATE & TRUSTS business formation Establishing a closely held business entity during the estate planning process is one strategy to formalize business interests and to establish a plan for how the business is to be handled upon your death, and in some cases, even before your death.  For example, establishing an LLC (limited liability company) … Read more

Estate Administration Services

ESTATE & TRUSTS Estate Administration Services TRUST ADMINISTRATION Estate administration refers to the process of collecting and managing the estate, paying any debts and taxes, and distributing the remaining property to the heirs of the estate. Family members or loved ones may name family or friends to act as trustee of their trust after their … Read more

Will

Estate & TRUSTS Estate Planning Services Last Will & Testatment Our estate planning attorneys can help you establish a basic or contingent trust will.  We will explain the difference and document your wishes including the identification of beneficiaries which can be more complex today as a result of blended families.  We can help you understand … Read more

Conservator

Estate & Trusts Conservator Helping People Move Forward While a guardian is able to address several areas of care, based on need, a conservator role is only related to financial aspects. With some limitations notwithstanding, the conservator typically has the power to collect assets, pay bills, make investments and perform other financial functions. We can … Read more

Healthcare Directive

Estate & TRUSTS Estate Planning Services Health Care Directive Healthcare agent, Living Will, Do Not Resuscitate Order, Medical Power of Attorney, Physician Order, are directives that some people also consider at the time of establishing a will, but may also be added as components later.  Understanding each directive and its implications is important so that … Read more

Trust

ESTATE & TRUSTS Estate Planning Services Revocable & Irrevocable Trust Content pending.

Power of Attorney

Designating someone who can legally act on your behalf can be customized to fit various situations, duration, and conditions.  Clearly stating the range of authority is important as is knowing when and how to revoke the authority.  Contact our firm to execute the proper documents customized to your specific circumstances or to revoke current authorizations.

Business Formation

ESTATE & TRUSTS business formation Establishing a closely held business entity during the estate planning process is one strategy to formalize business interests and to establish a plan for how the business is to be handled upon your death, and in some cases, even before your death.  For example, establishing a LLC (limited liability company) … Read more

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