Estates, Trusts and Wealth Transfer
We work closely with individuals to develop estate plans that provide appropriate allocation, protection, access to, and distribution of assets. We assist in the ongoing process of estate planning, from the initial establishment of wills, trusts, powers of attorney, and healthcare designations, to the periodic review and updating of those documents as the clients' plans, assets, and positions in life change. In addition to planning, we recognize that estate and trust administration and probate are just as important.
DeVita & Howe, LLP guides clients through the legal process during difficult times. This includes the preparation of probate court filings if necessary, appraisals and valuations, asset transfer and trust funding, preparation and tax planning, and litigation of will contests and disputes.
We understand how to preserve, gift and transfer wealth, and to facilitate business succession planning.