Estate Planning, Trust and Wills and Retirement Planning

The Firm assists its clients in the preparation of their estate, including wills, trusts, retirement planning, and establishes foundations and other financial issues. WLF | The Williams Lindberg Law Firm, PC® helps handle the choices associated with medical issues and hospice care through the preparation of doctor- and hospital-accepted health care and financial directives, together with power of attorney forms.

The Firm’s estate planning helps clients examine real estate, personal property and gift issues. By doing so, we take steps to maximize wealth for intended beneficiaries while ensuring flexibility for the client. The Firm assists its clients, in conjunction with their accountants, in Federal and state tax law planning. We also assist in probate and trust administration and business transition issues, including life insurance trusts, buy-sell agreements and related documentation.