Estate Planning

When it comes to Estate Planning, we focus on crafting customized plans to achieve our clients’ goals for wealth preservation, tax minimization and disposition of assets at death. We work to promote family harmony and create a smooth transition of asset management using Revocable Living Trusts and Wills, Family Limited Partnerships and other entities. We can help you to create charitable trusts and private foundations to meet planning and philanthropic goals. We are here to assist you in implementing estate reduction through gifts, Irrevocable Trusts, Qualified Personal Residence Trusts, and other techniques.

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Mary J. Peshel

Mary J. Peshel

Timothy C. Polacek

Timothy C. Polacek

William D. Hoshaw

William D. Hoshaw

Bradford N. Dewan

Bradford N. Dewan

DeEtte L. Loeffler

DeEtte L. Loeffler