Estate & Trust Planning

Estate & Trust Planning

Planning your estate is personal, and we at Andrews & Barth, PC take the time to understand the needs and desires of each individual client. Just as no two snowflakes are identical, no two estate plans are identical either. Working closely with our clients, we custom tailor estate planning documents to implement the strategy that best accomplishes the specific goals of each client, taking into account the intended estate distribution, tax consequences, asset protection issues, and other items as necessary. Whether the estate is simple or very complex, modest or multi-million dollar in size, we provide the same client service to achieve the intended goal. It is never too early to plan for the future to protect the estate and provide for the family, and Andrews & Barth, PC has the expertise to help, in areas such as:

Estate Planning Fundamentals

  • Wills
  • Revocable Living Trusts
  • Durable or Limited Powers of Attorney
  • Medical Powers of Attorney
  • Directives to Physicians (Living Wills)
  • Appointments of Guardians

Estate Planning for Larger Estates

  • Insurance Trusts
  • 2503(c) Trusts
  • Family Limited Partnerships
  • Grantor Retained Annuity Trusts (GRATs)
  • Intentionally Defective Grantor Trusts
  • Inheritor’s Trusts

Charitable Planning

  • Private Foundations
  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts

Attorneys who practice in this area: