Practice Areas

Estate Planning

Our firm provides individualized planning designed to protect and preserve your assets while you are still living, and to ensure that your estate is distributed as you planned.  An estate plan may also help reduce taxes and other costs, easing the burden on your loved ones.

Probate

Our firm provides expert services in the complete administration of a decedent’s estate and / or trust. We support both formal and informal administrations, which include proving that the deceased's will is valid, identifying the deceased person's property and having it appraised, ensuring the payment of outstanding debts and taxes, and distributing the property per the will, trust, or applicable law.

Business Entities

Our firm provides advice on the proper business entity based on an analysis of the purpose of the entity, the current situation of the client and the intended exit strategy from the entity, and the current laws governing the different types of business entity.  Our firm will then take all necessary measures to create the entity, including filing the necessary forms with the Secretary of State, and creating the operating documents for the entity.

Real Estate

Our firm aids and assists our clients in the proper re-titling of the real property as part of the estate planning. We will prepare the deeds, assignments of interest and affidavits of heirship to help convey and grant land interests and oil and gas interests. These transfers may be for estate planning, asset protection, probate administration or Medicaid planning.

Federal Taxation

Our firm assists individuals, executors, CPAs and others with the entire process of creating and filing Estate and Gift Tax Returns. The preparation of Estate Tax Returns (Form 706) and Gift Tax Returns (Form 709) requires specific knowledge of the ever changing laws regarding Estate and Gift taxes, as well as knowledge of the Forms themselves.  These returns can be challenging even to professionals.