Estate Planning, Elder Law and Probate

The things that are most important to you are likely your family, your home and business, and the causes that are closest to your heart. We understand that you want to leave a legacy that protects and cares for these important people and things after you’re gone, and at Bunger & Robertson, we can help you do so with respect, compassion and integrity. If you are in need of estate planning, elder law or probate services, we would like to walk you through our five essential steps:

Education – we will make sure you have a solid understanding of the issues and options available to you before you make a decision.

Discovery – we would like to find out what you value you most, what needs must be met, and what your ultimate goals are regarding your estate.

Design – together, we will lay out a plan that protects what you value and clarifies your end-of-life wishes and desires.

Implementation – we will draft and sign all legal documents to put your plans in place, then work with your financial advisors and insurance agents to coordinate your assets with your planning.

Maintenance – we will make changes to your plan and adapt it over time to protect your wishes as circumstances, goals or legal requirements evolve.

TRUST AND ESTATE ADMINISTRATION

Experiencing the death of a loved one is one of the most difficult events in life and can lead to great stress and confusion. Managing the details of an estate or trust can be one the last things families want to face. Our attorneys understand this and strive to make the administration of an estate or trust as simple as possible for you and your family. We will guide you through every step of the process in a professional and sensitive manner.

Our attorneys are capable of relieving the legal burden that may follow the passing of a loved one. We offer a full range of legal services associated with:

• • Probate Administration
  • Trust Administration
  • Intestate Estates—When No Will Exists
  • Litigation of a Will or Trust, other Probate Disputes
  • Gift, Federal Estate, Generation- skipping Transfer Tax issues involved in Probate or Trust Administration

As every probate, inheritance, and trust matter is unique, it is recommended that you discuss your loved one’s death and estate with an attorney who is focuses on estate law. The attorney can assist you in determining what steps are appropriate for your individual situation, and their assistance can often ease much of your stress and confusion in this difficult time. The attorneys at Bunger & Robertson have the experience to help you with any and all matters related to trust and estate administration.