You get personal attention
Robert B. Braun
Dean D. Muma
Estate planning is much more than simply making a Will. Effective estate planning will help to ensure that your Will works, and your intentions are fulfilled.
There are many factors to consider for effective estate planning. These may include the nature of your assets and how they are held, your personal relationships, the use of beneficiary clauses, potential Income Tax liability and potential claims against your estate.
Our estate planning services include a comprehensive review of your affairs, preparation of your Will, and recommendations and implementation of other tools to help effect cost efficient and effective estate planning.
You may grant a Power of Attorney to allow someone to help with your personal affairs, and your financial and property affairs, when you are unable to do so.
You may make a Health Care Directive to clearly express your end of life treatment wishes, and to otherwise allow someone else (a proxy) to make medical and end of life treatment decisions if you can’t.
We have more than 75 years combined experience, and more than 1,700 active estate planning files. We are committed to ensuring that your estate planning desires are met.
We will accept an appointment to act as your Executor or Power of Attorney.
We will make house calls and hospital visits.
Our estate planning services include:
- Powers of Attorney
- Health Care Directives
- Succession Planning for Small Business and Family Farms
- Cottages and Vacation Properties
- Tax Planning and Tax Planning Support
- Subsequent Marital or Other Cohabitation Relationships
- Cohabitation Agreements
- Advantageous Use of Beneficiary Designations
- Advantageous use of Co-ownership
- Charitable Donations
- Trusts for Minors and Disabled Persons