Estate Planning includes primarily Will and Trust documentation and asset transfer documentation. Estate Planning is asset management during your lifetime and asset allocation after your death. Estate Planning can be fully personalized to your particular wants and needs. If you wish us to do so, we will discuss your estate plan with you, your accountant, your financial planner and whomever else you wish to consult to get a plan that works how you want and to your greatest benefit.
Click to listen to an interview we had on Insight on Business Hour with Michael Libbie concerning Estate Planning.
To protect you in the event of surgery or accident, we can prepare Durable Powers of Attorney for Health Care and Financial Matters, as well as living will directions.
The loss of someone you care deeply about can leave unanswered questions and issues left to resolve, even when the loved one had an estate plan. Through the probate process, bills can be paid, issues can be resolved and title to assets can be transferred. These services include all Court Filings & Reports, preparation of Income, Estate, & Inheritance Tax Returns, and obtaining requisite Tax Clearances.
Succession planning is the process for identifying and developing internal people with the potential to fill key business leadership positions in the company. Succession Planning is usually corresponded with business planning but also relates to estate planning.
Guardianships & Conservatorships
When someone is unwilling or unable to take care of their day-to-day activities and/or financial decisions, they may require a guardianship and/or conservatorship, which is a Court-monitored process by which someone can be named to make decisions for the person who needs the assistance. We can assist by initiating the action, preparing all documentation, and monitoring the guardianship and/or conservatorship on a regular basis.