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Estate Planning

Estate planning is one of the most vital ways of protecting your family, loved ones and estate after you pass away. While it can be a complex and daunting process, at Anselmo Lindberg Oliver we approach estate planning with the goal of making it as straightforward and stress free as possible. Since 1986, ALO has been providing its clients with professional, courteous and cost-effective Estate Planning counsel. Our legal staff is highly qualified and available to assist clients with everything from the simplest will, to the most intricate multi-tiered estate plan.

An ALO attorney will work with you one- on- one to determine your personal needs and goals for the distribution of your estate. Essential information regarding assets, heirs and potential tax issues is then gathered and an in-depth analysis is completed, in order for use to help you achieve your estate planning objectives. Where minor children are involved, guardianship and trusts are fully explored and our firm will make sure your choice for guardian or trustee is preserved. After working closely with the client, an ALO attorney will carefully reduce their wishes to a final estate plan.

Here is how we can help you prepare for the future:

  • Drafting Wills and Trusts
  • Establishing Power of Attorney
  • Assigning Healthcare Power of Attorney
  • Assigning a Guardian
  • Navigating Medicaid
  • Wealth Preservation & Protection
  • Estate & Trust Administration
  • Dispute Resolution
  • Beneficiary Rights
  • Gift Tax Liability
  • Estate Taxes
  • Public Benefits
  • Property Transfer
  • Elder Law

Positive Feedback:

"Thanks for everything.  Your office handled the close very professionally, even thru the mess with the lending company. I would not hesitate to recommend your company to any of my clients in need of real estate attorneys."
You are prompt and professional and kept our best interest in mind. Thank you for helping make the process of buying our first home an easy, helpful experience! Gretchen and Chris were wonderful to work with!
Victoria Irwin and Blake Regan
We were treated with great respect and everything was explained to our satisfaction. It has been 46 years since we purchased our home. Your firm guided us through a very complicated transaction. Your firm was patient with our requests and treated us with great respect.
Robert and Cheryl Airhart