Estate Planning & Probate
Estate planning is one of those essential tasks that many people delay—sometimes until it’s too late. At Wold Johnson, we understand the importance of planning ahead for your family’s financial future. Estate planning allows you to make decisions that protect your loved ones, health, and family harmony. Once your plan is in place, you need someone with the expertise to carry it out after you’re gone.
“We guide you through the estate planning and probate process, ensuring your wishes are honored and your family’s future is secure.”
How We Can Help
Nearly everyone benefits from a personalized estate plan, regardless of the size of their assets or the number of heirs. Estate planning ensures the orderly transfer of your assets, protects them from unnecessary taxation, and allows you to leave a lasting legacy. Whether you’re looking to create a plan for the future or dealing with the probate of an estate, we can provide the guidance you need.
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Estate Planning: Whether you want to leave a legacy for your family, appoint guardians for minor children, provide financial security, or minimize estate taxes, our estate planning team will work with you to understand your goals and help minimize the tax burden. We personalize your plan to ensure your assets are distributed to the right people, at the right time, and in the right way. Our services include advice on wills, trusts, business successions, and real estate transfers to ensure the tax-efficient transfer of property to your heirs. We also help you prepare healthcare directives and powers of attorney to make sure your wishes are honored in the event of incapacity.
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Probate Administration: After the death of a loved one, the probate process can be overwhelming. We assist personal representatives with proper estate administration, offering the expertise necessary to avoid costly delays and liabilities. Our attorneys can guide fiduciaries through a wide range of issues including probate filings, preparation of tax returns, and coordinating beneficiary distributions. We aim to simplify the probate process so you can focus on your family during a difficult time.
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Fiduciary Litigation: Family tensions and emotions can sometimes lead to legal disputes during probate. We are prepared to represent fiduciaries and beneficiaries in litigation matters, including will contests and breach of fiduciary duty claims, ensuring your interests are protected in the courtroom.
Our goal is to provide compassionate guidance through every stage of the estate planning and probate process, helping you plan for the future and navigate the complexities of administering an estate.