Estate Planning

At Bowman & Krieger, our individualized estate planning attorneys  put your wishes in writing to provide for your care and avoid unnecessary disputes or delays in settling your estate.  We also handle estate administration.

Estate planning is important to ensure the orderly transfer of family assets, as well as to protect those assets from unnecessary taxation. We can assist with pre-death planning and transfers, as well as making the decisions as to what type of estate structure is best for you and your family. Good planning requires expert legal advice. Without it, the potential or unintended gifts, unnecessary taxation, and family discord increases considerably.

We can help you create an estate plan that will preserve your legacy. Depending on your circumstances and intentions, our advice and work can range from simple wills to complicated trust instruments.

Our attorneys offer the following assistance:

•                      Drafting Wills, Trusts, Codicils, and Powers of Attorney;

•                      Preparing Health Care Directives and Living Wills;

•                      Creating Family Business Succession Plans with emphasis on each family's particular goals and values;

•                      Evaluating estate and gift tax issues and structuring planning options to minimize tax obligations ;

•                      Administering and assisting clients with probate proceedings, conservatorships, and guardianships;

•                      Advising on Medicaid, Medicare, Nursing Home and Elder law issues;

•                      Handling disputed estate and probate matters in litigation, arbitration, or mediation formats.

 

We also represent beneficiaries or excluded heirs in will contests over the validity of the deceased’s will or the distribution of certain assets.


Attorneys
Donald H. Bowman

Partner

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Mark J. Krieger

Partner

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Chad L. Bowman

Partner

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Terri M. Weeks

Partner

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