Estate and Tax Planning
Estate Planning
Estate Planning is vital to ensuring that your family's wealth is preserved and that unnecessary expenditures are averted so that your estate is not depleted for your heirs. Let us counsel you about your options so that you can have complete peace of mind that you and your family will be taken care of in times of need. Our experienced attorneys provide comprehensive client services for a broad range of estate planning needs.
Powers of Attorney
We advise and assist families in setting up a Power of Attorney. A Power of Attorney is a document that is in effect when a person is alive but is unable or unwilling to act on his or her own behalf. Another person, your “Agent”, is given the responsibility to make decisions for you with regard to finances, medical needs and other important decisions.
Wills
A Will is the primary document used to ensure that one’s final wishes are carried out so that your assets are disbursed pursuant to your specific requests upon your death. After our initial consultation, we will tailor a comprehensive plan to meet your individual objectives and needs.
Trusts
Trusts are not utilized by everyone, but they can be an invaluable tool for estate planning. Trusts can either exist as a result of a Will or they may exist in situations where there is an incapacitated person or disabled child. After evaluating your personal circumstances we will advise you whether a trust is appropriate, and if so, what type of trust best suits your specific needs.
Tax Matters
Our attorneys have extensive experience with taxes affecting your estate plan. We can help you avoid problems and preserve the value of your estate by minimizing your estate’s exposure to taxes or probate disputes. Attorneys Larry Roth, Robert Roth and Robert Van Horn all hold Master of Laws Taxation degrees.