Beier Howlett • Probate & Estate Planning

Estate Planning

Beier Howlett's estate planning attorneys have a wealth of experience in dealing with estates of all sizes and circumstances, from the most modest to the extremely complex. We offer a broad range of services to help you determine and achieve your estate planning goals.

• Income, estate and gift tax planning
• Probate avoidance techniques
• Elder law issues
• Preparation of documents
  • Wills
  • Revocable and Irrevocable Trusts
  • Testamentary Trusts
  • Durable Powers of Attorney
  • Patient Advocate Designations, including instructions regarding care at the end of life
  • HIPAA Releases of Medical Records
• Trust funding

Probate

We also offer comprehensive estate and trust administration services, including representation in all local probate courts.

• Guardianships
• Conservatorships
• Post-mortem planning
• Administration of decedent estates
• Administration of trusts
• Preparation of federal estate tax returns and federal and state income tax returns for trusts and estates
• Probate litigation

Download and print our Checklist of Concerns outlining the critical information you should always have listed and accessible to someone.