Estate Planning
The McAlpin Firm, LLC counsels individuals, business owners, and corporate executives on all aspects of tax and estate planning. We also advise charitable organizations and fiduciaries of estates and trusts. Many of our entrepreneurial, and corporate clients take advantage of our estate planning services. We understand that entrepreneurship comes with unique estate planning needs.
Our estate planning services include the following:
Estate & Trusts
We formulate estate plans, including the preparation of wills and trusts, and help clients coordinate with tax professionals to help assess their personal planning objectives.
Last Will & Testaments
Whether you need a simple or complex last will and testament in conjunction with a trust agreement, we work with clients on developing the best estate plan for you.
Life Insurance Trusts
We advise on life insurance planning, including the creation, funding and proper administration of irrevocable life-insurance trusts.
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Living Will / Health Care Directive
Ensure that your loved ones know your wishes in the event that you are incapacitated.
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Gifting
We design tax-advantaged gifting strategies, such as grantor retained annuity trusts, qualified personal residence trusts, and family limited partnerships.
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Power of Attorney For Entrepreneurs
Ensure that your business remains afloat in the event that you are incapacitated or can no longer make decisions for yourself.
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Charitable Giving
We create vehicles for charitable giving, including charitable trusts and private foundations, and counsel clients complying with state and federal tax, registration and other regulations.
Probate Services
Need to probate a will? Let's discuss how we can help you through the probate process
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Complete the form below and we will contact you in regards to pricing and process.