Wills, Trusts & Estate Planning
Back Row: Attorneys Torren K. Pies, Katherine A. Young, Keith J. Pilger and Steven H. Thompson
Front Row: Attorneys Ronald T. Skrenes, David M. James, 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
Business Buy-Sell Agreements
Planning For Retirement
Advanced Estate Planning
Avoiding Probate Procedures
Life Insurance Trusts
Family Limited Partnerships
Family Limited Liability Companies
Grantor Retained Annuity Trusts
Qualified Personal Residence Trusts
Charitable Remainder Trusts
Other Estate Tax Reduction Strategies
Settlements Without Probate
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.
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.
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.
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.