Estate Planning and Trust Administration

Estate Planning involves more than simply writing a will. The estate planning experts at Kelly & Kelly, P.C., can guide you through the complicated laws, tax issues, and the emotional element involved in maximizing your estate. We take the time to sit down with you and create a plan that meets your goals and objectives taking into account relevant income and estate tax issues, the needs of beneficiaries, and administration expenses.

Should I have a will or a trust? How can my loved ones avoid probate? How can I plan the succession of my business to my heirs? Who will care for me and look out for my financial interests should I become incapacitated? These are important questions. We have straightforward answers and the experience to help you make the best possible decisions for your unique circumstances.

Experienced in

• Will and Trust Preparation
• Trust Administration
• Powers of Attorney
• Health Care Directives
• Charitable Giving
• IRA and Retirement Planning
• Elder Care Issues
• Medicaid / Medicare Issues
• Prenuptial and Postnuptial Contracts
• Cohabitation Agreements
• Vacation / Second Home Planning
• Buy/Sell Contracts
• Special Needs Trusts