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ESTATE PLANNING

Preparation of Estate Planning Documents

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. McCallum & Kudravetz, P.C.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

The attorneys at McCallum & Kudravetz will work with you to create an estate plan to ease the burden on your family when you are gone and to distribute your assets as you wish. When you meet with one of our estate planning attorneys, he or she will discuss your specific circumstances, and then draft a will, trust, advance medical directive, and/or power of attorney tailored to your needs. If you wish, the attorney will also guide you through the process of re-titling your assets and changing your beneficiary designations in order to maximize the benefits of your estate plan.

Our Estate Planning Attorneys

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ESTATE ADMINISTRATION

Administration of Trusts and Estates

Our attorneys will guide you through the process of qualifying as executor, completing the necessary probate filings and tax returns, if necessary, and distributing the assets. We also work with trustees to administer various types of trusts.

Our Estate Administration Attorneys