Estates and Financial Planning

Hinman Straub P.C. can assist you in implementing a plan that will achieve your objectives of preserving assets, avoiding probate, reducing estate taxes and ensuring that family, children, friends and/or charities receive the assets you wish for them to inherit from you. With an extensive and tailored estate plan we will ensure that you have peace of mind by knowing that your affairs are in order and your wishes will be adhered to.

By taking the initial time to establish an estate plan, complications, tax liability and unnecessary expenses can be avoided in the future.

Our services include:

Estate and Financial Planning – Wills and Trusts

  • Review of existing estate planning documents
  • Preparation of new estate planning documents, including Last Will and Testament, Power of Attorney, Health Care Proxy and Living Will
  • Evaluation of assets and financial plan
  • Preparation of Revocable Trusts, Supplemental or Special Needs Trusts and Irrevocable Trusts
  • Preparation of Waivers of Right of Spousal Election
  • Preparation of Contracts and Agreements
  • Preparation of Burial Agent Appointment
  • Pet Trusts

Estate and Trust Administration

  • Preparation of legal documents for filing with the applicable Surrogate's Court and obtaining Letters Testamentary or Letters of Administration
  • Estate management, i.e. filing required legal documents, liquidating and collecting assets, preparing accountings, making distributions to beneficiaries or heirs, and arranging for valuation and sale of estate assets
  • Trust Administration
  • Preparation of federal and/or State estate tax returns, fiduciary tax returns and final income tax returns of the decedent
  • Representation of beneficiaries of an estate

Practice Area Alerts

January 2011 Alert: Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010

Practice Area Professionals

Philip Dunne

Philip Murphy

Samantha Whitney

Of Counsel:

Donald DeAngelis

Bernard Kaplowitz

Samuel Whiting

To learn more about our Estates and Financial Planning services, please contact Samantha L. Whitney.