Succession Planning

Succession Planning

Estate Planning

Estate planning is best done by avoiding a “one-size-fits-all” approach. And while there are several basic documents that should be included in most estate plans such as a Last Will and Testament, Power of Attorney, Health Care Proxy and Living Will, there are myriad planning choices and documents to address the most complex situations. We work closely with our clients to develop estate plans that minimize income, estate and generation-skipping taxation. 

Succession Planning

Planning for the future of a business is as important as planning for the future of an individual or a family. Organizational stability and leadership, tax planning and its impact on a business and personal estate are items that need careful consideration and planning and will lay the groundwork for a formal succession plan.

Estate Administration & Litigation

The probate process and estate administration that follows must be carefully navigated—and sometimes even litigated. The executor of an estate is, in many instances, required to ensure that the decedent’s Last Will and Testament is properly probated and the proper distributions are made to the beneficiaries. While the probate process can be a difficult one, Colligan Law’s attorneys are focused on making probate and estate administration as smooth as possible.