TRUSTS & ESTATE PLANNING
The rigors of daily life have caused many individuals to put off planning their family's future. Yet, proper estate planning can provide security, control and peace of mind and in many situations estate taxes may be reduced or avoided. Barker Olmsted & Barnier trusts and estate attorneys work closely with each client to design and implement a customized estate plan that focuses on their personal objectives. The firm provides trusts and estate services to individuals and families, as well as related services to closely held businesses.
Solid estate planning services incorporate an integrated approach of one-on-one consultations and time for the personal decision-making process. The firm believes in thoroughly discussing the various strategies available, providing expert advice, counseling, and encouraging clients' active participation in the planning process. The firm helps clients avoid probate and minimize estate taxes. In addition, they assist with effective distribution and preservation of assets, business transitions and disability planning. Durable power of attorney documents and advance healthcare directive documents are also prepared for clients as part of their estate plan.
Estate Planning Information and Articles
Advance Health Care Directive Questionnaire
Complete the attached questionnaire to identify the directions you would like to give to your medical care providers. This information will be incorporated into a formal "advance health care directive." Click here: Advance Health Care Directive Questionnaire.
Why Set Up A Living Trust?
FAQs regarding living trusts. Click here: Living Trusts.
The Irrevocable Life Insurance Trust: How It Protects Your Assets From Estate Tax And Why You Need To Consider Creating An "ILIT"
Setting up this trust could be financially prudent--but time is limited. Click Here for Estate Planning Article.
Estate Planning Boosts Control of Life Insurance.
Estate planning may be necessary to control how your life insurance proceeds are paid. Click Here for Estate Planning Article
Married Couples: Do You Have an Outdated Bypass
As estate planning law has evolved, your estate plan may now be a dinosaur. Find out how to check your plan.
Bypass Trust Article (see page 4)