Over the years, our firm has helped numerous clients undertake the important task of setting up a comprehensive estate plan. Our estate planning experience helps clients design an individualized plan that fits their needs. This service includes utilizing documents such as Last Will & Testaments, Small Estate Affidavits, Revocable Trusts, Irrevocable Trusts, Special Needs Trusts, Powers of Attorney, Livings Wills, Transfer on Death Instruments, etc.
The benefits of planning include probate avoidance, tax avoidance and asset preservation. We have a proven record helping clients reduce or eliminate the need to pay estate tax, income tax, real estate tax and capital gains tax. With a proven history of asset preservation, we helps clients develop budgets that guard against the high cost of long-term care, Medicaid liens, and other expenses.
We help clients with large and small estates alike to get their affairs in order. Clients who plan are empowered by nominating who will administer the estate and by directing how their estate will be distributed among heirs. Our estate planning services are beneficial to clients who possess assets, such as real estate, IRAs, 401(k) plans, mutual funds, and life insurance. Rest assured that you're in good hands with our firm.
Contact us to schedule an appointment with our estate planning attorney. We offer guidance for clients throughout Southern Illinois