Areas of Practice

Estate Planning,
Probate & Administration

You’ve worked hard your whole life to build assets and create a comfortable lifestyle for yourself and your heirs. Don’t let the state determine how your assets are distributed in the event of your death. Protect your assets by having a solid estate plan in place. From individual estate planning and post death estate administration to business succession planning and wealth transfer planning, our experienced attorneys at Alexander & Associates will ensure that your wishes are outlined in a clear and direct fashion with the appropriate estate plan.

Individual Estate Planning & Post Death Estate Administration

Alexander & Associates helps individuals navigate every important issue to make estate planning easy. We custom tailor living trusts, living wills, durable powers of attorneys for property management, and advance health care directives to meet your individual needs and wants. In addition, we have experience with special needs trust to help you plan for considerations of a disabled loved one. Let us help you and your loved ones avoid the cost of probate court while accomplishing asset protection.

Alexander & Associates also advises executors, trustees, beneficiaries, and family members about court supervised probate proceedings and the administration of the estate. This includes filing of the estate tax returns, settling up with creditors, accounting issues, and appraisal of assets.

Business Succession Planning & Wealth Transfer Planning

Planning for business succession can be a challenge, but it should be used to maximize opportunities for heirs. Alexander & Associates helps clients plan for an orderly generational transfer of family owned businesses. We use strategies to maximize cash flow, minimize capital gains taxes on transfers or sales, and minimize estate taxes. We help clients create a multi-generational institution that embodies the founder’s mission to preserve the integrity of the business. Get the best legal advice on how to transfer business interests to children, grandchildren, and other successors.

Many types of trusts can help you for efficient wealth transfer planning. For example, an irrevocable life insurance trust can be designed to keep the policy outside of your estate to reduce estate tax liability. Revocable living trusts help transfer wealth to heirs and avoid the probate process. Alexander & Associates can assist with these types of trusts in addition to non-charitable split interest trusts and irrevocable gift trusts. Get assistance with charitable gift planning, including donor advised trusts and lead trusts.