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Estate Planning and Administration

Our attorneys work with you and your advisors to help clarify and achieve your estate planning goals. An estate plan helps preserve financial security during life, while ultimately passing property to family members, charities and your other intended beneficiaries. All planning should be done with an awareness of income, gift and estate taxes (including generation-skipping transfer tax) and other transfer costs. Some of the common tools used in estate planning include wills, revocable and irrevocable trusts, living wills, advance care plans, durable powers of attorney for financial affairs and health care, prenuptial agreements, insurance planning, charitable trusts, lifetime gifting arrangements, conservatorships and guardianships. After a death, we can assist in estate and trust administration and planning.

For inquires on this practice area, contact:
Andrea C. Anderson
Dan W. Holbrook
Marshall H. Peterson
Eddy R. Smith
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