In order to ensure your family is provided for and your financial goals are met, an estate plan is essential. An estate plan can encompass a wide variety of issues including planning for estate taxes, transitioning ownership of a closely held business, disposing of specific assets, determining whether a trust is desirable, providing for the future care of children or individuals with special needs, designating beneficiaries of transfer-on-death accounts, and making end-of-life charitable contributions.
Our attorneys can provide necessary counsel as you approach sensitive estate planning matters, and our goal will always be providing you with peace of mind while putting a plan in place to preserve and transfer your assets as desired.
Our experience with wills, trusts, estate administration, estate tax, guardianships, special needs law, and real property law equips our team to navigate even the most complex estate planning matters.
Examples of how we can work with you in meeting your estate planning goals are the following:
- Wills
- Trusts (Living Trusts, Irrevocable Trusts, and Testamentary Trusts)
- Will Codicils and Trust Amendments
- Life Insurance Trusts
- Special Needs Trusts
- Closely Held Business & Tax Planning
- Family Limited Partnerships
- Financial Durable Powers of Attorney
- Healthcare Powers of Attorney
- Advanced Medical Directives
- Family Wealth Transfer Plans
- Estate and Gift Tax
- Charitable Giving and Charitable Foundations
Wills, Trust & Estate Planning Team:
- Terry M. Taylor
- Kevin C. McIntosh
- Jordan L. Faulkner
- Jimmy R. Summerlin, Jr.
- John W. Crone, III
- Julia J. Eurey
- Claude S. Abernethy, IV
