Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the rank-math domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/runcloud/webapps/shrr-24/wp-includes/functions.php on line 6131

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the rank-math domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/runcloud/webapps/shrr-24/wp-includes/functions.php on line 6131

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the rank-math-pro domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/runcloud/webapps/shrr-24/wp-includes/functions.php on line 6131
Estate Planning - SHRR V2

Estate Planning

What We Do

The estate planning, trust and probate attorneys of Smith Haughey are driven by a simple acknowledgment: we know you work hard to reach your financial goals and provide for your loved ones, so we work just as hard to ensure your estate plans effectively transfer your property to your beneficiaries – with the least amount of tax and turmoil.

Whether your wealth is individually held or is part of a family business, we’ll help you decide how best to transfer assets to maximize the benefit to the individuals or organizations receiving them. With expert estate planning advice and a sincere desire to establish lasting relationships, we can serve clients’ changing needs over time.

For instance, we:

  • Prepare wills, trusts, durable powers of attorney, living wills, health care proxies, and related documents.
  • Advise clients on ways to minimize estate and gift taxes upon the transfer of assets.
  • Counsel business owner clients and families on the complex legal and emotional process of preparing for transitioning control of the family business.

Why We Excel

Ensure clients’ estates will be probated promptly and efficiently in accordance with their wishes
Show clients ways to reduce capital gains taxes and discuss how best to address unique family situations
Guide clients and families through preparing their heirs for the wealth transfer process to ensure the family continues to flourish and prosper
​Focus on Medicaid planning, and other long-term care planning for the elderly and disabled, including Medicaid appeals, housing, and veteran's benefits

Common reasons to retain a

Estate Planning

attorney

Easing your families' responsibilities to avoid costly and extensive probate.
Counsel for owners of family businesses.
Minimize tax impact for transfer of assets.

Get In Touch

Nick’s practice focuses on business, tax, and estate planning to help his clients protect, grow and smoothly transition their wealth and businesses to future generations.