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Estate Planning

Marguerite assists many clients in developing an estate plan by preparing wills, health care powers of attorney, and durable (financial) powers of attorney.

Marguerite is experienced and licensed law professional with a thorough understanding of the state and federal laws that affect how your estate will be valued, dispersed, and taxed after ones death. In addition to educating you about the probate process, we can assist you with the following tasks:

  • Creating a will
  • Designating your beneficiaries
  • Establishing durable power of attorney and medical durable power of attorney
  • Finding ways to reduce and avoid estate tax when possible
  • Finding ways to avoid the probate court process
  • Setting up any trusts you might need to protect your assets, both for your own benefit during your lifetime in the event of incapacity, and for the benefit of your beneficiaries after your death