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Estate Planning, Wills and Taxation

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    Our Estate Planning Attorneys can help you prepare a comprehensive estate plan that addresses your asset protection and succession planning and makes sure your wishes are carried out proper documentation, such as the preparation of your Will, Living Will, and Power of Attorney.

    Connor, Weber & Oberlies’ Estate Planning Attorneys work primarily with individuals in a wide variety of estate, wealth transfer, and asset protection matters. The firm also performs detailed business and succession planning for family-owned and closely-held businesses.

    Connor, Weber & Oberlies Estate and Tax Law practice services include:

    • Preparation and modification of Wills and Trusts
    • Safe Deposit box representing Wills and Estate PlanningEstate and trust administration
    • Preparation of General and Medical Powers of Attorney
    • Preparation of Advanced Healthcare Directives and Living Wills
    • Asset protection planning
    • Retirement planning
    • Probate and Inheritance Tax / Estate Tax Services
    • Estate and trust administration
    • Federal and State income tax consultation and preparation
    • Medicaid and long-term care planning
    • Long-term elderly care planning
    • Adoptions
    • Guardianships
    • Pre-Nuptials
    • Post-Nuptials

     

    Income Tax Lawyers

    If the IRS sent you a letter or notice, don’t panic! The Estate and Tax attorneys at Connor, Weber & Oberlies can help. If this situation occurs, the important thing is to understand your legal options, what needs to be addressed, and by when.

    photo of 1040 tax form representing IRS Tax AttorneyWhile Connor, Weber & Oberlies recommends using an income tax attorney to help with your tax planning for the future, we provide services that can help with past, current, and future tax situations. We can help you improve your tax situation, wherever you find yourself now.

    Tax and Financial Planning

    A tax lawyer can help you with many different situations, depending on the stage you are at in your life. Whether you need a collection defense attorney or bankruptcy law attorney due to financial difficulties, or you want to protect assets with a trust, or put together a plan for retirement, Connor, Weber & Oberlies has experienced Estate and Tax attorneys that get to know your situation to most effectively help you with your tax and financial planning.

     

    Estate Planning Attorneys

    Last Will and Testament

    photo of happy family showing peace of mind of family estate planningMake sure you are the one deciding who will inherit your assets when you pass away. While states do have basic inheritance rules as a default, these rarely match all your wishes and often can lead to probate court lawsuits causing rifts between family members. Take a little time to carefully plan, so that your assets pass to the proper party. The attorneys of Connor, Weber & Oberlies can help you record your wishes and can advise you on steps to avoid unnecessary taxation upon your death.

    What is a will?
    A Will is a legal document that allows you to determine who will inherit your assets when you pass away. It allows you to create trusts to protect assets, appoint a guardian for your minor children, and name other trusted representatives for the efficient administration your estate.

    photo of daughter and elderly mother representing benefits of power of attorney

    Power of Attorney

    A Durable General Power of Attorney is a legal document that allows a trusted individual to make all financial and real estate decisions (non-medical) on your behalf should you become unable to do so. This document gives your trusted relative or friend the ability to do such things as pay your bills or manage other financial or legal responsibilities for you when you are unable for whatever reason, such as if you are faced with an unexpected accident, a sudden illness, or even a diagnosis of dementia or Alzheimer’s disease.

    A Medical Power of Attorney is a legal document that allows others to make medical decisions on your behalf should you become incapacitated.

    Healthcare Treatment Instructions (Living Will)

    What is a living will?
    Your Healthcare Treatment Instructions, commonly referred to as a Living Will, is the document that gives you a voice to make medical decisions when you are in an end-stage medical condition or a state of permanent unconsciousness. This document allows you to choose whether you wish to have artificial life support if you are in this terminal condition or suffer from brain disease or brain damage.

     
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    Distinctive estate planning services
    Lawyers at Connor, Weber & Oberlies remain abreast of changes in both federal and state estate and inheritance tax laws to prevent the courts from diverting your assets to pay taxes. The staff uses a diverse combination of experience and skilled knowledge to evaluate your unique goals and modify plans when your goals change.

    This allows the firm to develop a personalized plan for you that addresses your particular needs and helps you with an effective means of reaching those goals.

     

    Discuss your estate planning objectives with the Estate and Tax Attorneys at Connor, Weber & Oberlies to address your concerns about death taxes and to understand the benefits of efficient estate planning that best suits your circumstance.