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Estate Planning


At Thomas, Birdsong, Mills, McBride & Osborne, P.C, our estate planning lawyers handle all aspects of property transfer and asset distribution through simple and complex wills, trusts, charitable trusts, and living trusts, all designed to protect assets during life and distribute them according to a specified plan after death.

Our attorneys take into account estate taxes, life insurance policies, and Medicaid and Medicare planning concerns. 

 

Estate planning is the process by which a person sets goals and makes decisions regarding the distribution of assets and property to family members, friends, or charitable institutions, and the adoption of a plan designed to achieve these goals with a minimum of tax consequences. A will is the legal document declaring one’s wishes with regard to property distribution after death. Complex regulations define the validity of a will.

Trusts, living trusts, and charitable trusts are instruments that allow you to provide for dependents and other beneficiaries, including charitable institutions, over time, minimizing the tax burden to the beneficiaries.

Tax laws and the laws governing wills, probate, and estate administration change frequently. In order to make sure your wishes are carried out and your beneficiaries protected from undue tax burdens, you need the services of experienced attorneys who keep up with changes in the law and fully represent your interests and those of your heirs.

We offer long experience in preparing wills and advising our clients with regard to estate planning concerns.

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We invite you to contact our offices today for skilled and knowledgeable legal counsel.

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