Atty Pen Estate Planning

Estate Planning Services

The later years of life often are accompanied by their own set of legal complexities. Whether you are currently navigating important care decisions or planning for the future, our attorneys can help guide you and provide counsel on the use of wills, trusts, durable powers of attorney, powers of attorney for health care, living wills, buy-sell agreements, limited partnerships, and other available means to assist you in developing a customized plan that will meet your specific estate planning goals.

Estate Planning

Estate planning is a legal process by which clients seek to maximize the benefits offered in applicable areas of law (probate, wills, trusts, taxes, property, insurance, contract law, etc.) while at the same time providing for the management of your property and health care decisions during life and the management and disposition of your property after death.

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Elder Law

Our elder law attorneys have experience helping clients prepare for the possibilities of disability, incapacity, or needing long term care. The earlier you start planning, the more options tend to be available, both with respect to managing financial assets and otherwise. We are here to assist, however, at any stage in the process.

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Probate & Trust Administration

Oftentimes, estates must be probated upon death and you may not know where to begin. The probate process is the court administered distribution of assets after someone's death and involves a series of events that culminates in the final distribution of assets to heirs. Throughout the process, many legal issues arise and our attorneys are here to assist you from the start to finish.

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Tax Advice & Planning

Our attorneys have in-depth knowledge of the state and federal laws governing estate planning and probate. We provide estate planning and tax advice related to charitable giving. We can guide you through the estate and income tax considerations of your estate plan and advise you on planning opportunities using trusts, charitable gifts, lifetime gifts, and family limited partnership and limited liability companies.

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