Wealth Transfer & Probate
DHPG will help you plan ahead in an orderly and tax efficient manner to ensure the smooth transfer of wealth and business affairs from one generation to the next.
Our estate planning services include:
- plan for the succession of a privately owned business, including buy/sell agreements, stock transfers and shareholder agreements
- preparation of trusts and wills; review and revision of current wills
- health care proxy preparation
- all aspects of both revocable and irrevocable trust creation and administration, including trust funding
- estate administration—including proving a client’s will after passing
- estate tax return preparation—including fiduciary income tax returns for estates and trusts and the decedent’s final tax return
- fund retirement
- prepare trusts for medical or educational expenses or charity
- and more!
We work with our clients to determine how to maximize the assets that can be distributed to their beneficiaries.
Whatever your needs are in this area—the attorneys at DHPG can help you get the outcome that you are looking for.