Estate Asset Preservation requires insight into the nuances of tax and probate law. Our Firm will work with you in designing a program to meet your specific needs. It is important that a solid plan be developed and updated regularly to satisfy your goals and to take advantage of the changing tax laws.

Shumaker Williams, P.C. can handle the issues that face the Estate Asset Preservation and Taxation industry, including:

• estate and succession planning
• wills, trusts and irrevocable trusts
• Family Limited Partnerships
• charitable and educative trusts
• living wills and powers of attorney
• development of a program to meet specific needs when federal and state tax structures change
• succession planning for family owned businesses and other arrangements unique to closely held business entities
• trust and estate fiduciary representation in administering trusts, estates, probate and family concerns
• explanation of various elections, tax exemptions, marital deductions, qualified family owned business interest exclusion, special use valuation and installment payments for estate or gift taxes

For confidential advice and services that you can use with confidence, call Shumaker Williams P.C.