Estate Planning + Business Succession

Estate Planning

While you enjoy the best moments in life, whether it be getting married, starting or expanding your family, purchasing a home, prospering in a career or preparing for retirement, we’ll help you plan for the future so you can keep your assets and loved ones protected. We believe in common sense planning, no matter your stage of life, in order to provide you with peace of mind.

Whether you want to provide a legacy for your family, appoint guardians and caregivers to minor children, impart financial security to your family or successive generations, establish tax-advantaged gifting and transfer strategies, minimize your estate tax exposure, or give back to the community with contributions to charitable organizations, our estate planning team works with you to identify your goals and priorities while helping you minimize the weight of estate, gift and generation-skipping transfer taxes. We take an individualized approach to your plan and make complex concepts understandable, personalizing it to address your wishes and ensure your assets are distributed to the right people, at the right time and in the right proportion. And as your life changes, or as laws change, we’ll help you keep your plan updated with annual reviews. It’s this attention to the specific needs of our clients that allows us the privilege of representing multiple generations of families over the span of many decades.

Our Services

Estate planning:

  • Fundamental planning: establishing financial and medical powers of attorney for use in the event of a catastrophic disability, preparing simple wills to distribute assets and to designate guardians and executors
  • Advanced planning: advising clients on advanced planning techniques including the use of revocable and irrevocable trusts and charitable gifting strategies in order to distribute assets in the most tax-efficient manner

Tax planning: maximizing the use of exemptions and gifting strategies to minimize client exposure to estate, gift and generation-skipping transfer taxes

Asset protection planning: providing clients with strategies to limit potential creditor liability

Annual review: keeping plans updated on a regular basis with current laws and changes to the lives of clients

International estate planning: advising domestic and non-resident clients with assets located outside of the U.S.

Our Clients

We represent clients of any age, stage of life, occupation and net worth, because everyone can benefit from having a plan for their future.

Contact Us

For more information on our estate planning services, please contact Chuck Kegler.