Estate Planning

McCandlish Holton's Estate Planning Practice attorneys advise clients on all ramifications (both tax and non-tax) of transferring property from one person to another during lifetime or at death. The estate planning attorneys listen to their clients' desires concerning the disposition of their assets and recommend a course of action that will accomplish those desires while minimizing federal and state taxes.

We offer creative solutions to difficult problems including customized wills, trust arrangements, business reorganizations, powers of attorney, etc. We also provide guidance to the survivors of deceased clients which allows the survivors to implement the estate plan in the most tax effective way possible. We specialize in planning for distributions from qualified retirement plans and IRAs and in planning to remove life insurance proceeds from the taxable estate.

Wills


In your will, you will direct the distribution of your property, name an executor who will be responsible for administering your estate after you die, and, if you have one or more minor children, name a guardian in case you die before your child reaches adulthood. In some circumstances, a will may also be used to minimize the impact of taxes. Wills are customized documents that can be as varied as the individuals for whom they are drafted. It is important to ensure that your will is carefully tailored to your particular needs and McCandlish Holton has the team of lawyers to do just that. We can assist you with:

  • Direct disposition of assets
  • Naming an executor
  • Naming a guardian for minor children

Trusts

  • Revocable "Living" Trusts for Probate Avoidance
  • Revocable Trusts for Income, Gift, Estate, and Generation-Skipping Transfer Tax
  • Planning
  • Irrevocable Trusts of Children and Grandchildren
  • Life Insurance Trusts
  • Personal Residence Trusts
  • Charitable Trusts

Family Limited Partnerships and Limited Liability Companies

  • Consolidating Assets
  • Facilitating Gifting
  • Minimizing Estate and Gift Taxes

IRAs and Qualified Retirement Plans

  • Beneficiary Designations
  • Post-Death Planning
  • Charitable Planning

Powers of Attorney

  • Business Affairs
  • Avoid Guardianship Proceedings

Living Wills

  • Health Care Powers of Attorney
  • Advance Medical Directives 

Our Estate Planning attorneys: