Estate Planning and Administration
Protecting your Legacy, Securing Your Future
Weis Burney structures, reviews and drafts estate plans for clients including Wills, Trusts (revocable, irrevocable), Powers of Attorney and other planning documents. Weis Burney helps analyze the tax issues inherent with the plan. We represent both probate and non-probate estates and trusts in post-mortem administration, planning, and dispute resolution and negotiation.
Our Services
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Structure estate plans and entities based on client plans and direction
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Review and/or Prepare simple and complex Wills, Trusts, Powers of Attorney, and ancillary documents
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Handle probate matters in Probate Court
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Advise on post-death estate and trust administration
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Prepare IRS Forms 706 and 709 (Estate and Gift Tax Returns)
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Advise regarding beneficiary or executor disputes
Why Choose Weis Burney?
Our firm is committed to providing knowledgeable and personalized legal support. We understand that estate planning and administration can be complex which is why we take a proactive and client-centered approach.
Planning for the future starts today. Contact Weis Burney to take control of your legacy with confidence.
