
Trusts and Estates
Our attorneys know that it is hard to acquire assets, but that it can be very easy to lose them in a moment of indecision, through poor advice and planning or in executing flawed documents.
At S&F we are ready to meet these challenges. Skill and clear vision are required to plan for the disposition of assets during lifetime and at death, and to do so in such a way as to achieve our client's wishes-- while at the same time minimizing taxes. S&F offers individual attention and sophisticated tax planning in the areas of estate planning, estate administration, and trust administration. Our estate planning practice incorporates wills, trusts, power of attorney, health care proxies, and more.
We offer high quality estate planning regardless of the size of the individual's estate. The net worth of our estate planning clients ranges from small to multi-million dollar estates. We are there with our clients from the initial interview all the way through the execution of their documents.
Estate Planning- Questionnaire
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Areas of Trust and Estate Practice:
1. Estate Planning
a. Wills
b. Trusts
c. Power of Attorney
d. Health Care Proxy
e. Tax Advice
2. Admission of Estates
3. Trust Administration