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Long Reimer Winegar Beppler LLP assists our clients to achieve their desired estate planning objectives, keeping in mind the possible estate and income tax consequences. Our clients require a range of estate planning solutions, including simple wills and complex trust arrangements. Areas of estate planning preparation and consultation include:

• Simple wills, simple trusts, and other complex trusts which use marital deduction and estate tax exemption planning
• Irrevocable life insurance trusts
• General Durable Powers of Attorney and Advance Health Care Directives (formerly known as a “living will”)
• Family business planning, including family partnerships and/or limited liability companies
• Gifting plans, and the preparation of gift tax returns (Form 709)
• Other complex estate planning and charitable planning techniques, including private foundations

Not sure why you need a will and/or trust? Check out The Will of John Doe (which is your will if you have no will!)

Do you have an upcoming appointment for initial estate planning with Long Reimer Winegar Beppler LLP? Download our Estate Planning Checklist to prepare for the meeting. Don’t forget to bring it with you or to email or fax it to our office before the meeting!

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