AGMB recognizes the importance of comprehensive counsel in the area of trusts and estates. The firm represents our clients in all aspects and types of planning and implementation, including the following:
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Will Preparation
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Trust Formation for:
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Family Planning
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Asset Protection
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Estate Probate
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Trust Administration
Our attorneys are knowledgeable in the areas of family planning, as well as strategic tax planning, so that we can design plans based on the desires of our clients while being mindful of potential tax implications.
In most routine scenarios, our attorneys are able to advise clients on simple estate plans to help prevent costly and time-consuming post-mortem legal issues. This includes the drafting of wills, family trusts, powers of attorney, health care directives, and living wills. We also advise on more complicated estate planning matters because we understand that life is not always so simple.
Our attorneys carry a wide breadth of knowledge and experience that allows them to advise clients dealing with a variety of estate and tax issues, including but not limited to the following: estate tax motivated asset planning, and tax planning for life insurance and charitable trusts. We also prepare estate and gift tax returns.
At AGMB, we understand that our clients’ wishes and needs must be communicated and represented by qualified and informed legal and tax counsel. AGMB offers counsel with a goal of professionally and effectively addressing our clients’ goals, while also maximizing and preserving the wealth of our clients, their families, and their closely held businesses.
Frequently Asked Questions
Do I really need an estate plan if I already own a home and have beneficiaries on my accounts?
Yes. Beneficiary designations and joint ownership are useful tools, but they operate in isolation and often leave gaps. A comprehensive estate plan coordinates all assets, including your home, investment accounts, retirement assets, business interests, and personal property, under a unified structure. This helps ensure assets pass according to your intentions, protects minor beneficiaries and children, reduces the risk of probate complications, addresses incapacity planning, and provides clear guidance for tax efficiency, asset protection, and family governance.
What is the difference between a will and a trust?
A will directs how your assets are distributed after your death and must go through the court process (probate). A trust is a separate legal arrangement that can hold assets during your lifetime and continue after your death, often allowing for greater privacy, control, and potential probate avoidance. We help you decide which combination fits your needs and state law.
When should I update my will or trust?
You should review your plan after major life events such as marriage, divorce, the birth or adoption of a child, a significant change in wealth, a move to a new state, or the purchase or sale of real estate. Even without big changes, it is wise to review your documents every few years to confirm they still reflect your wishes.
How does estate planning protect my real estate?
Proper estate planning can help ensure that your home or investment properties pass smoothly to your chosen beneficiaries, reduce the risk of disputes, and address liquidity for taxes and expenses. We can also recommend structures, such as trusts or entities, that may offer liability protection and longterm management for family properties.
Can you coordinate with my accountant and financial advisor?
Yes. Effective estate planning is a team effort. With your permission, we regularly work alongside your accountant and financial advisor to align your legal documents, tax strategy, and investment plan so everything works together.
Do you offer help with healthcare and incapacity documents?
Absolutely. In addition to wills and trusts, we prepare powers of attorney, health care proxies, and living wills so someone you trust can make financial and medical decisions for you if you are unable to do so yourself