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Estate Planning Law

HeplerBroom LLC provides a complete range of estate planning services, including business succession planning, asset protection planning, family wealth transfers, and reduction of estate taxes, as well as numerous other aspects of estate planning. Our attorneys are experienced in estate planning techniques and in drafting documents that carry out clients’ plans.

We work closely with each client to determine those strategies that best fit his or her personal situation, taking into account family issues, the amount and type of assets involved, the client’s goals, and other relevant factors.

Services include:

  • Estate planning
  • Business succession planning
  • Asset protection planning
  • Family Limited Partnerships
  • Private foundations
  • Will and trust preparation
  • Trust administration
  • Will and trust contests
  • Probate administration
  • Premarital agreements
  • Guardianships
  • Retirement benefit planning
  • Charitable trusts and foundations
  • Irrevocable life insurance trusts

 

HeplerBroom is pleased to announce that its physical offices have reopened. While the health and safety of our clients, employees, and families, remain our top priority, HeplerBroom attorneys and staff are returning to our offices on full-time or modified schedules. Our offices are open to visitors and clients with scheduled appointments, with appropriate screening of visitors and social-distancing protocols. HeplerBroom will continue to follow CDC recommendations for cleaning and sanitizing.

We are very proud of the dedicated efforts of our attorneys and staff to provide great service and work product to our clients during the pandemic. This would not have been possible without the incredible support provided by the HeplerBroom IT Department and other essential personnel who supported our personnel and clients from the office locations while the rest of our teams worked remotely.

If you have questions about visiting our offices, please do not hesitate to contact us. We look forward to seeing you in person again in the near future.