Estate Planning
Case Study
"I'm happy I can develop a true partnership with my clients. One asked me recently to review a trust that had been prepared a couple of years ago by another attorney. I discovered that the only item that had been completely transferred to the trust was my client's coin collection. But nothing else — real estate, stocks, savings, and other assets — had been transferred. I advised him that any assets not transferred would still require probate court. I immediately offered to fix the problem, and he was so grateful."
April C. Ball
Financial issues are personal issues. They're complicated. And they involve sensitive and private areas of our clients' lives. Estate planning can be difficult and time-consuming. And, if done improperly, estate planning can leave survivors with a financial mess, unanswered questions and unnecessary stress.
We're here to make the process easier.
We combine our professional knowledge with a genuine desire to make sure your wishes are carried out the way you want. We treat your finances and estate with dignity and discretion. Our goal is to become your trusted long-term partner for all your personal transactions.
Whether you have one question on the preservation of wealth or an elaborate list of potential beneficiaries, the attorneys of Grace Hollis & Hanson LLP will help make sure your estate plans meet your individual needs.
We've worked with individuals, couples, partners and families to create estate planning frameworks for all aspects of their personal affairs. Our clients and their loved ones can relax, knowing their personal legal affairs will be carried out according to their wishes.
Our services include drafting living trusts, wills, powers of attorney and advanced health care directives. We also prepare special needs trusts, life insurance trusts, charitable trusts, qualified domestic trusts and family gifting for clients with simple or complicated tax and planning needs.
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