“Estate planning” is the process through which we help people consider what their assets are, plan how they want those assets distributed after their death, and decide which documents and strategies will best accomplish those goals. Careful planning can maximize the funds that are available for distribution by minimizing tax liability and by avoiding the problems and expenses that can result if someone dies without a valid will. It can also provide peace of mind by addressing issues such as guardianship for minor children and disposition of belongings that have sentimental value.

Estate plans are personalized according to each person’s needs, goals and assets. Simple estate planning might consist of a will, a living will to address end-of-life decisions, and powers of attorney for financial and medical care decisions in case of a disability. More complex plans might require trusts, a lifetime giving program, life insurance planning and business succession planning.

Our attorneys are well-qualified to handle all estate planning matters by using tools appropriate for any situation. Where trusts are part of our clients’ estate plans, we are also capable of assisting in structuring the trust, planning how to fund it, and administering it, as well as in litigating trust disputes.

Where adequate planning has not been done and powers of attorney are not in place, a guardianship may become necessary if someone becomes unable to manage their own affairs or care for themselves. We can assist those seeking guardianships as well as those who oppose them, and we have furthered our experience by regularly serving as court-appointed counsel for persons who are the subject of a guardianship proceeding.