Estate Planning & Administration

Estate planning involves not only the making of a Will or creation of a Trust, but also Durable Powers of Attorney for management of your financial affairs and Healthcare Powers of Attorney that provide health directives and name a person or persons to address and manage your medical needs in the event you become incapacitated.

Attorneys David W. Bailey, Jr. and Kelly J. Austin lead our estate planning teams. They will listen to your needs and concerns in order to develop the best plan for you, your family, and, when needed, your business. Each estate is assigned a legal team that is experienced and dedicated to your matter and will maintain close contact with you throughout the process.

We also provide sound advice and counsel on tax planning and gifting so you can accomplish your financial and charitable objectives through calculated gifts and donations. We have extensive knowledge and experience about charitable remainder trusts, which offer continuing periodic payments as well as immediate tax benefits.

When necessary and with your approval, we will communicate with your financial advisor and tax accountant or CPA to ensure all parties are working in tandem to fulfill your wishes and mitigate tax liability and prolonged probate.

The loss of a loved one is overwhelming. We understand difficult decisions need to be made when you are grieving. We can help with all the details – from assistance with funeral arrangements to settlement of the estate. Our estate administration team will provide you with personal, confidential and experienced service in all aspects of probate law, including qualification of the personal representative before the Clerk of Court, collection of assets, payment of debts, distributions to heirs, and required accountings and inventories.

We also offer assistance on pending health insurance and Medicare claims, life insurance claims, and the decedent’s final income tax return. We are here for you with trustworthy advice and guidance.