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ESTATE PLANNING
At Lucas, Holcomb & Medrea,
our attorneys are dedicated to assisting clients
with their immediate and future estate planning
needs. Our attorneys are experienced in drafting
Wills or Trust documents and will assist you in
developing a plan to ensure the orderly distribution
of your estate. We are committed to establishing an
estate plan and rendering effective tax planning
advice in order to minimize the consequences and
costs when your estate is transferred to your
family. We have experience in assisting executors
and trustees during estate or trust administrations,
including income, inheritance, and federal estate
tax matters. At Lucas, Holcomb & Medrea, we have
experience dealing with the following estate
planning matters:
• Wills, revocable trusts, irrevocable life
insurance trusts, special needs trusts
• Federal and Indiana fiduciary income tax returns
• Federal estate tax returns
• Federal gift tax returns
• Indiana inheritance tax returns
• Medicaid and Medicare consultation and planning
• Powers of attorney, appointments of healthcare
representatives, living
will declarations |
