Estate Planning & Probate Practice

Estate planning is important to ensure the orderly transfer of family assets, as well as to protect those assets from unnecessary taxation. Wold Johnson can assist with pre-death planning and transfers, as well as making the decisions as to what type of estate structure is best for you and your family.

 

Thoughtful and careful estate plans can ensure that your personal matters and financial affairs are properly structured to avoid probate. Probate is the process through which the assets in an individual's estate are transferred to a beneficiary upon that individual's death.

 

Clients can trust Wold Johnson to educate and represent them through the estate planning and probate process. Services offered include:

  • Wills
  • Trusts
  • Healthcare/advance directives
  • Powers of attorney
  • Conservatorship
  • Guardianship
  • Lake/vacation property arrangements
  • Asset protection
  • Financial planning assistance
  • Probate administration
  • Special needs trust
  • Business succession planning
  • Charitable giving
  • Revocable trusts
  • Irrevocable life insurance trusts
  • Spendthrift trusts
  • Long-term care planning
  • Sale of a home or real estate
  • Trust administration