Estate Planning
At 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.
Attorneys Practicing in This Area
Related Legal Updates
THE IRREVOCABLE LIFE INSURANCE TRUST – WHAT IS IT & DO YOU NEED IT
by: Shaina Case Even with the federal estate tax exemption limit currently set at $11.4 million per individual (sunsetting in 2025 and reverting to $5 million per individual unless Congress changes the law before then), many are not aware that their taxable estate may...
WHICH WILL(S) WILL I NEED? DISTINGUISHING AMONG LIVING WILLS, SIMPLE WILLS, TESTAMENTARY TRUST WILLS, & POUR-OVER WILLS
By: Shaina Case Do the varying types of “wills” that may be associated with an estate plan have you confused? Not all “wills” do the same thing, each serving a very distinct purpose. Read on to learn the basic distinguishing features and be sure to meet with your...
Women and Estate Planning
Attorney Shaina A. Case partnered with Rosalyn Baker, Financial Planner with RW Baker Wealth Management Group, on Saturday, March 23, 2019 to discuss Women and Estate Planning. Lunch was served to nearly 50 women who attended the presentation and joined in to talk,...
CONGRATULATIONS ON GETTING MARRIED (AGAIN!)
by: Shaina Case Roughly 40% to 50% of married couples divorce nationwide. And of those divorced, approximately 80% go on to remarry. With the excitement of new love in the air, it may be difficult to sit down with a new spouse and talk about the not so romantic issues...
BFCU Lunch and Learn “Estate Planning Basics”
On December 6, 2018, associate attorney Shaina A. Case partnered with Donna Creighton, Investment Advisor with Blue Federal Credit Union of Cheyenne, during a BFCU “Lunch and Learn.” Over the lunch hour, Shaina gave a presentation on estate planning basics, including...