FAMILY ESTATE PLANNING

Understandably many people are often hesitant and anxious to talk about estate planning issues.  Lewis & Sullivan listen with open ears and help guide you through an emotional process by introducing and explaining the many concepts and documents you should be familiar with.  When done properly, family estate planning can be a very stress relieving and gratifying experience knowing you have the necessary tools in place to care for your family.  

     Our Family Planning Services include:

• Consultation to discuss your particular family and financial situation

• Introduction and explanation of estate planning concepts, terms, and documents

• Drafting of "Core Planning" estate documents

• Marital Deduction Planning 

• Review of Deeds to address proper ownership strategies

• Drafting of Trusts

• Consulting with your CPA's and financial advisors on tax and financial planning issues

• Gifting and Charitable Planning

• Family Business Succession Planning

   

ESTATE ADMINISTRATION AND PROBATE

The passing of a loved one is a very emotional and grief filled period for a family.  Before the grief even subsides and emotions tempered, the family is tasked with marshaling their loved one's assets and making sure their estate plan is properly executed.  Court filings and deadlines can be a complicated maze to get through in such an emotional time.  Lewis & Sullivan, P.C. has both the experience and temperament to assist you during this stressful time, and can help relieve your stress with the following services:

• Office Consultations on probate and estate administration procedures and requirements

• Voluntary, Informal, and Formal Probate Procedures

• Representation of Personal Representatives

• Sale of Real Estate Pursuant to a Will or License to Sell 

• Filing of Wills, Bonds, Inventories, and Accounts