Attorneys

Ralph H. Daugherty

Rae Ann Shanley



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WILLS, PROBATE AND FAMILY WEALTH PLANNING

From the drafting of a simple will to the planning and administering of a multi-million-dollar estate, our lawyers offer sound advice backed by extensive experience. Whether the matter is simple or complex, our commitment is the same - to provide the personal care and attention each client deserves in planning and preserving family wealth.

Our starting point for each client is to gain an understanding of the client's goals through careful listening. Once this understanding has been achieved, we explore with the client alternative solutions to satisfy the client's goals. When the client selects the solutions that best fit the client's desires, we implement the solution timely and efficiently. To make this process work, our attorneys communicate in a straightforward, understandable manner, so that the client can fully comprehend the client's customized plan.

The Wills, Probate, and Family Wealth Planning group addresses the full spectrum of legal services necessary for the preservation and transfer of wealth. These include:

Estate Planning

Tax Planning

Wills and Trusts

Living Trusts

Insurance Planning

Charitable Transfers

Family Limited Partnerships

Business Planning

Powers of Attorney

Medical Directives

Elder Care Planning

Retirement Planning

College Education Funding

Risk and Liability Management

Marital Property Issues

Estate Administration (decedents and guardianships)

Estate, Trust, and Guardianship Litigation

To most effectively accomplish the client's goals, our attorneys coordinate with other attorneys in the firm. This is particularly important when a client has a need that requires specialized knowledge and experience. The firm's breadth of experience provides a critical advantage to our clients.



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