Estate Planning and Administration

ESTATE PLANNING AND ADMINISTRATION

Planning today. Protecting tomorrow.

A thorough estate plan ensures that you and your loved ones are protected at their most vulnerable times – both during incapacity and at death. In addition to preparing wills, living trusts, powers of attorney for health care and property, and various irrevocable life insurance and gifting trusts, our estate planning attorneys can assist with succession plans for family-owned businesses, guidance for estate and gift tax scenarios, and probate protection. After the planning process is complete, our attorneys represent and guide our clients in the ongoing management of trusts and probate estates. As our population ages, matters of elder law, Medicaid benefit planning, and counsel for Alzheimer’s caregivers affect many of our clients, and we are experienced in all facets of these issues. Our Estate Planning attorneys also regularly advise and assist clients with estate planning, guardianship, and managing financial and medical concerns for children and adults with special needs.

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OUR ESTATE PLANNING AND
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    • Estate Planning and Administration Law Posts

    Lavelle Law News and Events

    Major life events, shifts in financial status, and changes in the law can affect your estate plan.

    Spring Cleaning: Dusting Off Your Estate Plan

    By Heather A. McCollum and Gabriel Kokoszka • 26 Mar, 2024
    Spring has sprung! Earlier than we’re used to, maybe, and with some backsliding into the unexpectedly frigid March days here and there, but sprung nonetheless! This spring, the cleaning you need to worry about most might not be finally scrubbing down those gross shower tiles: you may need to worry about keeping your estate plan fresh. This is because, contrary to what many assume, creating an estate plan is *not* a “one-and-done” legal activity. Major life events, shifts in financial status, and changes in the applicable law can all affect your estate plan, and those changes may require you to make some edits to your documents. So, this spring, dust off your estate plan and consider the following:
    Estate Planning and Gift Tax

    Please Gift Responsibly: Gift Tax Tips

    By Heather A. McCollum • 08 Dec, 2023
    Tis’ the season of giving, a time of year when individuals everywhere demonstrate their affection with gifts from the heart. Sometimes this means sentimental, homemade presents, but for others, this may mean lavish and expensive gifts. While you may not be on the naughty list this year, you may be on the IRS’ list of Americans whose generosity triggers the federal gift tax!
    Consider the benefits of a charitable remainder trust, a prudent financial planning tool.

    ‘Tis the Season of Giving (and Getting Back)

    By Meghan R. Hartnett • 28 Nov, 2023
    With the holidays fast approaching, the season of giving is upon us. As we know, we often see significant charitable donations throughout the holiday season. But what if you could give the ultimate charitable gift while retaining some significant benefits for yourself? With a charitable remainder trust, commonly known as a “CRT,” you can.
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