SWR

Practice Areas

Union Station

Estate Planning

Estate planning, including complex estate tax planning and related document preparation for all sizes of estates are offered by the firm. The types of plans/documents include wills, revocable and irrevocable trusts, powers of attorney, living wills, family limited partnerships, self canceling installment notes, private annuities, split-dollar agreements, charitable trusts and private foundations. Advice and specific documents are also available in the areas of Medicaid planning and Elder Law. The firm also prepares estate and gift tax returns.

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