No longer exclusive to the wealthy, estate planning is important to many of us. Balancing personal priorities with the financial needs of family demands equilibrium of one's attorney—experience on the one hand, good instincts on the other.
Estate Planning and Administration
At Schuyler, Roche & Crisham, P.C., our depth of experience in estate planning and administration is evident in the many clients we serve and the generations we have helped bridge. In advising new clients, we stress that an effective estate plan can often save a family hundreds of thousands of dollars in taxes and sometimes render an estate tax free. Our goal is to ensure an orderly distribution of property to the intended beneficiaries, indeed, to provide them with financial security. As important, we keep transfer costs and other estate expenses to a minimum. Conscientious estate management should also provide for lifetime security. An increasingly popular estate-planning tool referred to as the living trust may sometimes provide this security.
Attorneys in this practice area are skilled in every aspect of planning and administration, including minimizing death taxes, restructuring business interests, recommending proper ownership of assets, identifying productive gifts, inventorying and transferring assets, assuring cash and liquidity needs are met, establishing powers of attorney and conducting probate. In drafting wills, we avoid undesired estate distribution; in creating trusts, we avoid unnecessary probate, provide for the disabled, assure the management of affairs during incapacity and reduce the taxable estate through irrevocable funding. When litigation is necessary to defend your rights and property or to protect a family member from undue influence by others, we stand ready.
Douglas A. Hanson
Harry C. Benford III
John J. Pembroke
Chris A. Leach
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