Estate Planning, Estate Administration and Elder Law

Wegman, Hessler & Vanderburg has a long history of assisting individuals and families with their personal legal needs. Our clients have worked hard and invested carefully to provide financial security for their family and other beneficiaries. We consider it a privilege to help our clients manage and dispose of their assets in accordance with their wishes. We understand that the accumulation of wealth is only part of the story—how that wealth will be transferred to heirs, charities or other beneficiaries is also critical. Our attorneys are skilled at providing legal services relating to wills, trusts, estate planning, probate administration and individual taxes.

Attorneys in the Estate Planning, Estate Administration and Elder Law group appear regularly before the various county probate courts on guardianship matters for minors and incompetents and on trust and estate administration matters. Because our firm provides a broad range of legal services to family-owned or otherwise closely held businesses, we are intimately familiar with the estate planning issues that business owners face and are prepared to provide creative strategic thinking and planning to assist our clients in achieving their goals.

Our services are coordinated with the services provided by a client’s financial planners and other professionals so that the plans we craft are integrated and strategically devised to optimize tax benefits and meet our client’s expectations. In furtherance of our goal to provide the highest level of service, we have invested heavily in technology to assist in estate and guardianship administration, tax analysis and tax preparation. Our firm regularly provides advice concerning the current status of tax laws and how they impact existing or contemplated estate plans and methods to minimize taxes upon the transfer of assets at death or by gift.