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Estate Planning

Estate Planning

Estate Planning

Koller Herlihy LLP creates customized estate plans for our clients. Our goal is to create an estate plan for the efficient transfer of assets upon death, that ensures the wishes of our clients are carried out exactly as intended, maximize the value of the estate by reducing taxes and other administrative expenses, and to avoid probate.

It is important to choose the right estate planning attorney so that you can speak openly and honestly about yourself, your family, your finances, and any problematic issues you anticipate upon your death. We listen to our clients to understand their specific needs and strive to make the process of creating an estate plan as efficient and straight-forward as possible.

We have extensive experience preparing simple and complex estate planning documents, including Wills, Trusts, Durable Powers of Attorney, Advance Health Care Directives, Irrevocable Trusts, and Special Needs Trusts.