Estate Planning

From a simple will to a complex estate plan, Kathleen will assist you in developing an estate plan that makes sense for you.  Many clients benefit from a living trust, which allows one to avoid the time and expense involved in the probate process.  A good estate plan is the foundation for assisting in the avoidance of needless and prohibitive estate taxes. 

Planned Giving

Advanced estate planning techniques are available for people who have strong charitable intent and are willing to give up some control of their assets.  The use of strategic planned gifts may not only preserve assets for your heirs but also avoid estate and capital gains taxes.  Charitable gifts or trusts may be an appropriate addition to your estate plan.

Probate and Estate Administration

When your loved one dies, our office provides assistance in winding down their affairs.  If a probate is required, we will assist the personal representative in working through the court process.  Sometimes it is possible to avoid a full-blown probate through the use of summary probate proceedings.  If your loved one had a living trust at death, we will assist with the legal details of trust administration.