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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