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Estate Planning and Administration

     We help our clients arrange their personal and business affairs to ensure that, upon death, their assets are distributed according to their wishes and that maximum benefits are available to their beneficiaries.

     If an estate is to be maximized at the time of death, then very often it is necessary to make changes to the financial affairs of the family while its eldest members are still alive. We can assist in formulating and then carrying out effective plans. A strength of our firm is our knowledge and experience in regard to the taxation of estates. We also help families retain control of the property and financial affairs of an incapable person.

     We are prepared to assist you in the following areas:

  • Wills
  • Powers of Attorney for property
  • Administration of Estates
  • Advising executors and trustees
  • Minimization of probate fees
  • Minimization of Estate Taxes
  • Powers of attorney for personal care
  • Disputes among beneficiaries
  • Estate freezes
  • Holding corporations
  • Gifts and loans to children
  • Family trusts

Erik M. Fraser
Ronald J. Kitchen Bruce V. Mackey Erik M. Fraser

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