Our Firm provides an array of estate planning tools customized to safeguard assets, plan for retirement and ensure a person’s after-life goals and intentions regarding terminal illness have been effectively communicated to loved ones and health care providers.
We provide an array of estate planning tools to effectively reduce estate taxes and preserve wealth for your family, including family limited partnerships and various trust arrangements. In addition to reducing or eliminating taxes, we counsel clients on the benefits of comprehensive estate plans that consider lifetime giving, creditor protection, the appointment of guardians, conservators and executors, charitable giving and the effective use of qualified retirement plans. We are also able to prepare advanced healthcare directives, such as living wills, appointment of healthcare agents and designation of conservators.
Additionally, clients usually want to know the best way to deal with their appreciated real estate or securities, insurance policies, retirement accounts including IRAs, 401(k) and pensions, as well as information regarding long term health care. TCORS attorneys work with clients as well as their families, their financial planners, their bankers, their insurance providers, and their accountants to ensure that their goals are met.
Estate Matters Our Firm Assists With:
Power of Attorneys/Healthcare Directives
Asset Protection Planning
Family Limited Partnership and Business Succession Planning
Trust Administration/Representation of Fiduciaries
Probate and Trust Litigation