Wealth Protection - Estate Planning - Wills - Trusts etc.
Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and
nightmare of probate.
Legacy Planning
Legacy Planning is a more holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the first spouse, and protecting beneficiaries from a possible future divorce.
.Family Owned Businessess and Farms
Our law firm offers estate planning assistance for the unique needs of Family Businesses and Farms. We help clients preserve this important part of their legacy for future generations.
Estate Planning for the GLBT Community
We offer guidance and assistance to members of the GLBT Community on their unique estate planning needs. This includes assistance in setting up Living Trusts, and Health Care Directives.
Incapacity Planning
Our law firm helps clients create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Living Probate or Guardianship proceeding.
IRA and Retirement Planning
Our law firm has experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.
Asset Protection and Business Planning
We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning and Small Business Planning. Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.
Pet Planning
Pets need planning too! Our law firm helps clients protect their pet’s future well-being in case they are unable to care for their pet due to a disability or death. Pet Trusts help provide financial resources for the comfort, care and medical needs of our furry and feathered family members.
Special Needs Planning
We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.
Trust Administration and Probate
We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process.
Financial Planning
We help clients preserve their wealth and achieve their long-term financial goals. Our attorneys work closely with clients’ financial advisors to make sure their estate plan and their financial plan are coordinated and meet the clients' goals.
Copyright 2011 Callister and Associates