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Estate Planning
Securing the future of the next generation is a concern for most individuals. This is the reason we invest in education, infrastructure and the arts. But unfortunately many of us forget the most important part of that security, our wills and trusts. Geerdes & Kim, LLC prepares wills and trusts with professionalism and compassion, ensuring that your heirs enjoy your legacy in peace.
Our Estate Planning attorneys work closely with individuals and their families to help them plan for the future and protect their assets. We understand that estate planning is personal and often concerns very sensitive matters that affect the financial well-being of a family. We therefore design estate plans to fit the individual needs and goals of our clients and their families while taking into account the legal and tax issues involved. As part of the Estate Planning and Estate Administration process, we often work closely with our client's other professional advisors, such as accountants and investment advisors to ensure our client's interests are better served.
We handle all matters of estate planning, such as:
- Wills
- Revocable and irrevocable trusts
- Durable powers of attorney
- Health care proxies
- Special needs trusts
- Succession planning
- Charitable and gift planning
- Asset protection planning
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