Estate Planning and Probate
Whether you are starting a new family or well into retirement, it is essential to establish and continuously evaluate your estate plan. The attorneys at Osburn, Hine & Yates, LLC assist clients of all ages, incomes, and backgrounds with their estate planning needs.
We counsel parents with young children to plan for their child’s future with peace of mind. We help farm families plan for the transition of their farms from one generation to the next. We assist business owners in passing their businesses and assets to their children and grandchildren. We offer strategies to our clients for reducing federal estate tax liability.
Most importantly, at Osburn, Hine & Yates, LLC, we do not use a one-size-fits-all approach to estate planning. We get to know our clients, their families, and their goals. We tailor each estate plan to meet the needs of the client. Our serves include:
- Revocable Trusts
- Irrevocable Trusts
- Non-Probate Transfers
- Beneficiary Deeds
- Durable Powers of Attorney
- Living Wills / Advanced Directives
- Trust disputes / Will Contests
- Probate Administration
At Osburn, Hine & Yates, LLC, we work with our clients to help them avoid the probate process. This can be accomplished using one or more of a variety of non-probate estate planning tools, such as trusts and beneficiary deeds. It also involves assisting and advising our clients in the proper titling and beneficiary designations for assets such as bank accounts, certificates of deposit, stocks, retirement accounts, insurance policies, and automobiles.
If your loved one is unable to avoid probate, our attorneys have the experience to guide your loved one’s estate through the probate process.
Many of our estate planning clients are small business owners and family farmers. We get to know our clients and their business. Most importantly, we advise our business clients to take steps now with the goal of reducing the potential for disputes and more significant expenses in the future.
Finally, we offer clients advice in making some of the most personal decisions of a person’s life – decisions related to a client’s wishes and desires in the case of particular medical events or illnesses. Our attorneys carefully explain a client’s options regarding health care advanced directives (also called living wills) and health care durable powers of attorney. We discuss various options with our clients and draft documents specifically tailored for each client’s personal wishes.