Estate Planning

Estate planning is the process by which individuals arrange for the protection of their assets during their lifetime and for the transfer of assets upon death. An estate plan aims to keep taxes and transfer costs to a minimum to preserve the maximum amount of wealth for the selected beneficiaries.

Related Areas: Wills, Trusts, Estate Settlement, Trust Administration, Probate (if necessary), Guardianships, Conservatorships, Charitable Giving, Charitable Trusts, Private Foundations, Elder Law, Life Insurance Trusts, Cottage Trust or Cottage LLC, Amenities Trust.

Practicing Attorneys:

   Michael A. Dombos

   Ronald W. Ryan

   Thomas C. Richardson

   Michael A. Shields