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Estate Planning

d50d4cad7585b15edb545bf9f2d23801_f137At Hirst Applegate, we recognize that for most clients estate planning is an intensely personal experience. For that reason, we have developed a client-centered approach to estate planning. We endeavor to assure that each of our clients develops a high comfort level to make sure that all important issues relevant to creating the right estate plan for the client are discussed and considered. We stay on top of cutting-edge techniques to assist our clients in preserving their assets and ensuring that their assets are distributed according to their wishes while reducing taxes and administration charges to the greatest extent possible.

We assist our clients in creating trust-centered estate plans to avoid probate, plan for disability, maintain maximum privacy, and reduce taxes and administration charges. Given our emphasis on trust-centered estate planning, most of our practice in this area focuses on post-mortem trust administration. We are committed to providing quality, caring, and timely service to our clients and are committed to remaining current on emerging estate planning concepts and techniques to better serve our clients.

PLANNING FOR FUR BABIES

by: Shaina Case Do you know who will take care of your four (or two, or no)-legged friend if you were no longer able to? Whether you’re concerned about your pet not ending up in a shelter, being moved across state, or having continued access to its accustomed...

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NOT ALL CHILDREN’S NEEDS MAY BE CREATED EQUALLY

By: Shaina Case Parents generally try to treat their children equally across the board, whether it be dollar for dollar, present for present, or hug for hug. But when it comes to estate planning, equitable planning may be more beneficial than equal planning. Parents...

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THE PERSONAL PROPERTY MEMORANDUM

by: Shaina Case Have one, or several, personal items that you want to ensure pass to certain people upon your death? The personal property memorandum is a tool that allows you to designate specific personal items that will pass to the people of your choice.  The best...

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