HeplerBroom

Estate Planning & Probate

Our attorneys are experienced in estate planning techniques and in drafting documents that carry out clients’ plans.

We provide a complete range of estate planning services, including business succession planning, asset protection planning, family wealth transfers, and reduction of estate taxes, as well as numerous other aspects of estate planning.  We represent individuals after the death of a loved one to help them navigate the probate process and assist in transferring the assets whether by will or trust in the most cost-effective manner possible.

We work closely with each client to determine those strategies that best fit his or her personal situation, considering family issues, the amount and type of assets involved, the client’s goals, and other factors to achieve clients’ goals.

Services include:

  • Estate planning
  • Business succession planning
  • Asset protection planning
  • Family Limited Partnerships
  • Fiduciary litigation
  • Private foundations
  • Will and trust preparation
  • Trust administration
  • Will and trust contests
  • Probate administration
  • Premarital agreements
  • Guardianships
  • Retirement benefit planning
  • Charitable trusts and foundations
  • Irrevocable life insurance trusts

Contacts

Associates

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News

New Associate Joins HeplerBroom

Events

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Social Media Is Not an Estate Planning Tool
To Have a Will or Not to Have a Will: What are the Implications?