Bauer, Pike, Bauer, Wary, Carroll & Gunn LLC law firm represents clients who need estate planning for both large and small estates. Our attorneys can help whether your estate planning involves complex business interests or if you are a parent concerned about providing for your children in the event that the worst happens. Being prepared for what will happen when you are gone is not easy, but it is one of the most important things you can do for your family’s welfare after your passing. We can help guide you through the planning process, whether it is your first will or an update to an existing plan.
Bauer, Pike, Bauer, Wary, Carroll & Gunn LLC can help you in the following areas:
Plan Documents
We can assist you with the preparation of your essential documents including Financial Powers of Attorney, Living Wills, Wills, Life Insurance Trusts, Health Care Powers of Attorney, Do Not Resuscitate Orders (DNRs), Transfer on Death Documents, Conservatorships, Guardianships, Revocable and Irrevocable Trusts, Special Needs Trusts and Charitable Trusts.
Plan Maintenance
Marriage, Divorce, Re-Marriage, and Adoption are events that have a significant impact on family members and should be accounted for legally. Premarital/prenuptial agreements and post-marital/post-nuptial agreements can be drafted to handle any potential changes that a divorce, marriage or adoption can have on your estate plan.
Disputes & Probate Avoidance
By taking a comprehensive look at your estate plan, our attorneys can help your heirs and beneficiaries avoid frustration and unnecessary expense that can sometimes be part of the probate process. In cases where disputes arise or probate becomes necessary, our attorneys will represent and litigate for you in the probate court, whether you are a guardian, beneficiary, trustee, fiduciary, administrator, executor, or conservator.
Tax Planning
Our attorneys can help you minimize federal and state gift, inheritance, and estate taxes. We develop strategies to allow your family and loved ones gain the necessary liquidity required to handle taxes. Additionally, our attorneys can help you file estate and inheritance, federal and state and generation-skipping tax returns as well as help with disputes and litigation regarding tax issues.
Charitable Planning
Our attorneys can provide guidance if you are thinking about supporting a charitable organization such as a public charity, private charitable foundation, or community foundation.
Asset Protection
Our attorneys know how to protect the assets you have worked hard to build by using realistic strategies that have been proven. These strategies compliment your overall estate plan and avoid overwhelming potential liabilities.
Family Business & Succession Planning
We understand that your family business is your legacy. By developing a comprehensive plan for the future leadership of your company, we can help you keep a thriving business and ensure your loved ones are taken cared of even if your business is in the hands of a successor.
Elder Law
Our law firm can help clients prepare for the management and disposition of property as well as the minimization of tax burdens. Additionally, counsel is provided for mature and senior planning areas that involve long term care insurance, Medicare and Medicaid, healthcare, in-home care, and end-of-life decisions.
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