Wills, Trusts & Estate Planning

Back Row:  Attorneys Amy A. Jahnke, David M. James, Katherine A. Young and Keith J. Pilger
Front Row:  Attorneys Torren K. Pies, Ronald T. Skrenes, Rick A. Flugaur and Amy J. Eddy

We are proud of our reputation in the estate planning field. Our attorneys are often called upon to teach seminars to lawyers and other professionals concerning tax and estate planning topics. We can provide you with independent and objective information and advice about the many options that are available to you. Please let us put our experience and knowledge to work for your benefit.

Primary Estate Planning

Wills of all types
Trusts (Revocable and Irrevocable)
Marital Property Agreements
Financial (Durable) Powers of Attorney
Health Care Powers of Attorney
Living Wills (Regarding Life Support)
Gifts To Minors

Other Estate Planning Services

Business Succession Planning
Medicaid (Nursing Home) Counseling
Guardianships
Business Buy-Sell Agreements
Planning For Retirement

Advanced Estate Planning

Avoiding Probate Procedures
Life Insurance Trusts
Generation-Skipping Trusts
Family Limited Partnerships
Family Limited Liability Companies
Grantor Retained Annuity Trusts
Qualified Personal Residence Trusts
Charitable Remainder Trusts
Other Estate Tax Reduction Strategies

Estate Settlements

Settlements Without Probate
Probate Procedures
Summary Settlements

Our estate planning attorneys have the knowledge and experience to provide you with a wide assortment of estate planning and family business planning services and products. From the simple to the sophisticated, whether your estate is of modest size or is substantial, we have the expertise to achieve your estate planning objectives. Our estate planners keep up-to-date with all aspects of the constantly changing transfer tax provisions of the Internal Revenue Code to take advantage of favorable planning strategies.

You will be the center of this planning. We carefully listen to your goals and concerns and we tailor our planning for your situation.

Wills and Trusts

There are many kinds of Wills and Trusts. Deciding which is best for you depends upon your needs and preferences. You may designate the beneficiaries of your estate, select the guardian of your minor children, make specific bequests and designate your personal representative.

Saving Taxes

It is often possible to save a substantial amount in reduced estate taxes and income taxes. Saving taxes is frequently a primary reason for doing estate planning. We will inform you of these tax savings opportunities.

Probate/Avoiding Probate

We can assist you in preparing a revocable living trust and other documents that may be used to transfer property to your beneficiaries without probate. Also, our attorneys have extensive experience in handling probates of all sizes, both formal and informal administration, and of summary settlement techniques, when such procedures are necessary.

Power Of Attorney

We want you to be in control of your future and finances. We can assist you by preparing a Financial Power of Attorney and a Health Care Power of Attorney. With a Financial Power of Attorney you can designate the person of your choice (your Agent) to handle your finances and banking if you ever become incapacitated. With a Health Care Power of Attorney you can designate the person of your choice to make health care decisions on your behalf if you are ever unable to make those decisions yourself.

Business Transfers

We prepare Buy-Sell Agreements for owners of closely held businesses and we advise owners about tax and other considerations when transferring a business upon retirement or death.

Advanced Tax Reduction Techniques

We can advise you of the availability, benefits and risks of using numerous sophisticated tax reduction procedures. These procedures and strategies may include (but are not limited to): insurance trusts, family partnerships, generation-skipping gifts, charitable remainder trusts, and grantor retained interest trusts.

Do you need help with Estate Planning?

The estate planning team at Anderson O’Brien can help.

News Icon

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!

Pin It on Pinterest