Whether designing a first plan or revising an existing plan, estate planning is a dynamic creative process which requires input and participation from the client, the attorney, and often the client’s other trusted advisors. An effective estate plan coordinates the use of powers of attorney, medical directives, wills, trusts, property agreements, and beneficiary designations to produce an efficient, personal and meaningful transfer of wealth.
Stewart Law, PLLC Estate Planning Services
At Stewart Law, PLLC, we take care to provide our customers high quality services personalized for their unique needs. Please call for a free consultation.
Probate and Trust Administration
Post-mortem administration of an estate plan involves important tax planning, dispute resolution, trust administration and asset distribution responsibilities to properly carryout the client’s lifetime planning.
Charitable Planned Giving
Charitable planned giving leverages your estate planning to benefit humanitarian causes with monetary gifts, transfers of stock or real estate, bargain sales, charitable trusts and other lifetime and testamentary gifting strategies. Charitable giving is a uniquely rewarding aspect of planning an estate.
Tax Planning includes the analysis, planning and implementation of appropriate strategies for federal and state estate taxes, gift taxes, generation-skipping transfer taxes, and income taxes on trusts, estates, decedents and beneficiaries.