Guiding individuals and families through the complexities of planning their estates is an area of concentration for Keevican Weiss & Bauerle LLC. Our focus is on protecting and preserving the assets of our clients in a manner consistent with their needs and expectations. We present them with a variety of options designed to minimize tax consequences at death and challenges to the estate.
The creation of individually tailored wills, lifetime and testamentary trusts, durable and limited powers of attorney, lifetime gift programs, special needs trusts, family limited partnerships, charitable foundations, Medicaid planning, and providing legal advice on the complexities of tax and property laws are just some of the estate planning legal services we offer clients for preserving family wealth. We also regularly advise clients on matters such as succession of a family business, gift tax implications, and designation of assets so that they dovetail with their estate plans.
By staying abreast of the myriad of changes that emerge each year in this area of law, we are adept at developing a personalized plan for each client regardless of the size and complexity of the estate.