Estate Planning, Wills & Trusts

Life and Estate Planning is the process through which the attorneys at Evans & Dixon help their clients plan for future events. Our team understands the difficulties and complex issues in planning the future for themselves, their loved ones, as well as helping clients through issues with friends and family dealing with elder law issues and questions.

 

Having a plan with the right documents in place can avoid an uncertain future. Planning can include:

·         Pre and Post Marital Agreements

·         Life Insurance/Retirement Plans

·         Special Needs Trusts to Benefit the Disabled

·         Wills

·         Powers of Attorney

·         Advanced Health Care Directive

·         Trusts

·         Probate Avoidance

·         Charitable Giving

·         Business Succession Planning

·         Conservatorships/Guardianships

·         Medicare/Medicaid and Nursing Home Assistance

·         Estate Administration

·         Probate or Will Contests


Writing a will is just a small part of what our Estate Planning Group does to help its clients at all income levels.

Small business owners especially need to incorporate their personal estate planning into their overall business plans, including thinking about business succession issues, planning for retirement, and dealing with disability or death.

We don’t believe that “one size” fits all.  Nor is it simply a matter of putting names and numbers in compute generated boxes.

We meet with all our clients to determine what is best for them and their loved ones.