ESTATE, TAX & SUCCESSION PLANNING

An old adage aptly states, “If you fail to plan, you plan to fail.” Proper estate planning allows you to take personal control over your estate, eliminating unwanted government involvement and minimizing the potential for disputes. At Siebers Mohney, our estate planning attorneys have decades of experience drafting estate plans that are suited to the individual needs of each client – from the young family just beginning their life together to the seasoned business executive concerned with the succession of the family business.

More complex estates require more complex estate planning. Without proper planning, state and federal estate taxes can take a large portion of an affluent individual’s estate. Proper estate planning can help you reduce or eliminate estate taxes and the potential burdens they may place on your estate and your beneficiaries. Moreover, estate planning also provides a benefit that goes beyond the technical advantages that lawyers often discuss. It provides peace of mind.

Our estate planning attorneys are prepared to expertly guide you through the estate planning process, including the following:

• Foundational Estate Plans consisting of a will, revocable trust, and powers of attorney for medical and financial decisions
• Estate Tax Planning Trusts
• Marital Deduction and Qualified Termination Interest Property (“QTIP”) Trusts
• Irrevocable Life Insurance (“ILIT”) Trusts
• Grantor Retained Annuity Trusts
• Special Needs Trusts
• Charitable Trusts
• Pet Trusts
• Family LLC’s , Intentionally Defective Irrevocable (“IDIT”) Trusts and other Gift Leveraging Tools
• Business Succession Planning
• Estate and Trust Administration

For more information on the Estate, Tax and Succession Planning Services offered by Siebers Mohney please contact Jennifer B. Van Regenmorter, Andrew L. Rassi, Ryan E. Lamb, or Mindi M Johnson from our Estate Planning practice group, or please feel free to download a PDF copy of our Estate Planning Brochure and our Estate Tax Planning Brochure.