Hamilton Thies & Lorch

Estate Planning

Every individual wants to understand and control his or her financial situation. Estate planning is an important step in achieving that goal. Estate planning is a process by which individuals protect and preserve assets for themselves and their chosen beneficiaries, and transfer those assets, either during life or upon death, in accordance with predetermined goals. Through innovative and sophisticated planning we solve problems and attain the objectives for our clients and their beneficiaries. We also recognize the important part that planning for federal and state tax plays in this process and assist our clients to develop sound and innovative methods to reduce those taxes.

Probate and Trust Administration

We help individuals and financial institutions administer trusts and estates both immediately after death and during any long term trust administration. We also have significant experience in the preparation of estate tax returns and in representing our clients before the Internal Revenue Service.