Estate Planning
Hays & Skerry has extensive experience meeting the planning needs of our individual, family and closely-held business clients.
Wealth transfer and estate planning services include:
- Wills
- Trusts; including Lifetime Revocable Trusts, Grantor-Retained Interest Trusts (GRATs and GRUTs), Life Insurance Trusts and Trusts for the home or other real property
- Family Limited Liability Companies or Partnerships
- Estate, gift and income tax strategies
- Gift planning
- Business succession planning
- Charitable giving
- Substitute decision-making
- Planning for retirement assets
- Disabilities and special-needs planning