Estate Planning

Estate Planning

Should a loved one become injured, develop an illness, or pass suddenly, Williams-Shaifer Legal provides caring, comprehensive estate planning services that give our clients peace of mind about the future. We encourage and assist our clients in creating an estate plan to protect their loved ones and make sure that their assets are properly distributed as they see fit.

When analyzing your individual needs for estate planning we take into account:

• Identifying assets
• Determining property to be distributed after death
• Making a plan for long-term care in case of disability or illness for you or your spouse
• Minimizing any income, estate, gift or generation-skipping transfer taxes
• Organizing documents that will be put into place to preserve family wealth
• Making sure documents are in place to distribute your property and determine the conditions under which a beneficiary will receive it

No matter the net worth of your estate, we can help you get your affairs in order. We provide experienced assistance and tax counsel in the following areas:

Guardianships & Conservatorships
Special Needs Trusts
Medical Powers of Attorney
Charitable Giving
Retirement Planning
General Durable Powers of Attorney
Estate Litigation