There is perhaps no area of the law that affects individuals and families more than the area of wills and trusts and the planning and administration of estates. Many clients rely upon Wix, Wenger & Weidner to assist them in preserving their assets, passing their assets to future generations, creating trusts, naming guardians for minor children and engaging in sound tax planning to minimize taxes. We assist our clients in planning the disposition of their estates, whether the estates are modest or extensive, wealth being an element, but not a determination of the importance of good planning and administration. Because of our extensive business and corporate practice, our attorneys are skilled at coordinating business succession plans with estate planning, and we regularly counsel small business owners in these matters.
Sound estate planning involves not only the creation of a Will or Trust, but also advising our clients on other matters that relate to their estates. We regularly advise clients on all relevant estate planning documents and techniques, including, for example, trusts, powers of attorney and living wills. We also have experience in implementing complex estate plans, including trusts and family limited partnerships for those clients who have potentially large estates.