Estate Planning and Probate: Estate Plans

The goal of any estate plan is to transfer wealth to the intended beneficiaries in a cost and tax efficient manner so as to maximize the benefit to the beneficiaries. The attorneys at Fox, O’Neill & Shannon, S.C. have developed sophisticated estate plans for upper income and middle class individuals and their families. These estate plans often include specialized trusts, limited liability companies, family limited partnerships, private charitable foundations and other vehicles.

FOS takes pride in working closely with spouses who desire to develop complimentary estate planning programs. When requested, the firm also works with their children to insure that all aspects of their estate plan are understood and are set up to work properly. This includes providing medical directives, which allow our clients to represent to doctors and health care providers the type of care they desire, and powers of attorney, which allow loved ones to handle the affairs of our clients when they are not able to handle them themselves.

The laws governing estate planning are dynamic, and each individual’s situation is different. FOS attorneys stay on top of changes in all areas of the law that impact estate planning so that they are ready to help preserve and maximize family wealth when laws or a client’s circumstances change.