Over thirty years of estate, will, and trust experience as an attorney and as a former bank trust officer involved in the administration of both personal trusts and retirement services, and estate planning.
The Marget Law Office is focused in the areas of estate and life planning, the preparation of Wills and other documents, the probate of estates and the administration of trusts.
Services
Estate Planning
A well-organized estate is one of the most thoughtful gifts you can leave your family. The objective is to help clients plan anything from protecting inheritance to making charitable gifts in a tax efficient way.
Probate
After a loved one’s passing, sorting through accounts, ascertaining debts, and making distributions to beneficiaries can be daunting.
Living Trusts
There are advantages and disadvantages to living trusts, including less or no court involvement, increased privacy, avoidance of out-of-state probate, and planning for future capacity.
Irrevocable Trusts
Irrevocable trusts, including irrevocable life insurance trusts, might be considered for both tax and non-tax management reasons.
Charitable Giving
The best gifts are planned. Part of your estate planning considerations might include support of charities and causes, which are important to you.