ESTATE PLANNING

Our estate planning department creates tailored solutions to the individualized needs of our clients. Our approach begins with a review of any estate planning our clients may have already accomplished. From there, our attorneys facilitate fact finding and review the goals and objectives of the client, to design solutions appropriate for each case.

Whether the need is served by a simple will, durable power of attorney, and health care proxy, or necessitates drafting of other documents, such as pour over trusts, irrevocable life insurance trusts, qualified personal residence trusts, family limited partnerships or other documents, our attorneys work closely with the client and other advisors. Heney & Associates, LLC staff of attorneys understands the importance of the decisions our clients are making and takes the time to explore all of the options available to them.

For more information about Estate Planning, please contact estateplanning@heneylaw.com and an associate from our office will contact you to answer any questions you may have.

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