Planning & Administration
At Erblaw, we use our experience and knowledge to create documents that work together as a complete plan, including financial and medical planning during your lifetime. This may include a Will, Financial Power of Attorney, Health Care Power of Attorney and a Living Will.
We have experience with a variety of trust planning and trust administration, including asset protection and offshore trusts and supplemental or special needs trusts.
Business owners may face particular challenges. Our combination of business and tax expertise means that we can offer a full range of business succession planning as part of your estate, sale or retirement.
We also offer probate and estate administration services. It is important that estate assets be identified and distributed in a manner that makes the most practical and financial sense – and is the best interpretation of the decedent’s wishes.
The timing of income tax returns and crucial elections to be made on estate and inheritance tax returns demand the high level of tax knowledge that Erblaw offers. We can also assist with post-mortem planning techniques and elections by the Executor to minimize tax consequences and maximize efficiency.