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Estate
Planning ---
A very personal
experience involving numerous choices that will govern and
impact the financial stability and future of you and your
beneficiaries. At Wilkinson & Wilkinson, we
explore a full range of important personal and economic issues
providing our clients with experienced and knowledgeable legal
and ethical guidance, working to help resolve questions and
challenges constructively, thoughtfully, and cost effectively.
Estate considerations we cover include:
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How
you can best
provide for your family and other responsibilities in
the event of your disability or death
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Ensuring
proper care for disabled beneficiaries, whether they are
dependents or parents
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Minimizing
the financial burdens on your estate, such as taxes and
creditor claims
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Determining
who should manage and administer your estate, care for
your beneficiaries, and manage funds in the future
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Maintaining
your financial values and fostering family harmony
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Patricia Jo Wilkinson is a former Assistant U.S.
Attorney and is an accomplished trial attorney who
handles all will, trust, elder abuse, and tax disputes
for the firm.
Conrad M. Wilkinson (M.S. Tax) counsels clients in
complex trust, tax, and family enterprise succession
planning matters.
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Link
to Martindale-Hubbell Lawyer Locator
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Each
attorney in our firm is a Certified Specialist in Estate Planning,
Probate, and Trust Law and a Certified Specialist in Elder Law. We
serve as counsel to the estates (probate and trust) of decedents,
guiding families and other beneficiaries through both routine and
complex trust and probate administration, including liquidation or
transfer of estate assets and preparation and filing of estate and gift
tax returns.
Our client's financial well-being is the heart of our practice and in
the 14 years since we first opened our doors, we've established close
relationships with many of our clients. Review the topics in our website
to see how we may be of benefit to you. Please give us a call to arrange for an
appointment to discuss your specific situation or if you prefer, contact
us by e-mail.
(909)
482-1555
pat@wilkinsonandwilkinson.com
or conrad@wilkinsonandwilkinson.com |
This
website is designed for general information only.
The information presented at this site should not be construed to be
formal legal advice nor the
formation of a lawyer/client relationship.
Persons accessing this site are encouraged to seek independent counsel
for advice regarding their
individual
legal issues.
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