Estate Planning

At Gammage & Burnham, we understand that estate planning is not simply about preparing documents-it’s about securing the future of your family, your business, and the legacy you leave behind.  Our estate planning attorney’s work closely with each client, listening to their unique goals and collaborating with their financial advisors and accountants to create a comprehensive plan that reflects their values and objectives.

We take a holistic approach to estate planning, ensuring that all aspects of our client’s financial and person lives are considered in the design of their plan.  Whether your goals are to avoid probate, protect assets, or ensure a seamless transfer of wealth, our team is dedicated to crafting customized solutions that deliver peace of mind and lasting results.

Estate planning begins with the foundational elements that form the building blocks of a comprehensive plan.  We guide our clients through the creation of essential documents, including:

  • Last wills and testaments
  • Revocable living trusts
  • Healthcare powers of attorney and living wills
  • Durable financial powers of attorney
  • Irrevocable life insurance trusts
  • Devises of tangible personal property

These documents help ensure that your wishes are honored, both during your lifetime and after.  While these elements may seem straightforward, they form the foundation for more complex planning that may be needed as your circumstances evolve.

Probate & Trust Administration

When a loved one passes, many complex issues can arise, particularly during the probate or trust administration process. Our team is experienced in guiding families through probate proceedings, as well as exploring legal strategies to avoid probate when possible. We assist with a variety of concerns, including:

  • Advising trustees regarding duties and obligations
  • Assisting beneficiaries in disclaiming inheritances
  • Navigating the court system
  • Consolidating and inventorying assets
  • Managing family members and beneficiaries

We work to streamline the administration process and address any issues that may arise in a timely and efficient manner.

Tailored Planning for Your Needs

We recognize that estate planning is deeply personal and should reflect the unique needs and aspirations of each client.  Our attorneys take the time to get to know you, your family, and your business, ensuring that your estate plan is both comprehensive and flexible enough to adapt to future changes.  Whether you are preparing for the future of your family, planning for retirement, or considering business succession, Gammage & Burnham is here to provide the guidance and support you need.