Estate Planning & Probate

WILLS, TRUSTS, PROBATE AND TRUST ADMINISTRATION

Lyons Gaddis P.C. offers comprehensive estate planning services that are tailored to the special family circumstances and the particular asset profile of our clients.  We take care to fully understand the scope of our clients’ assets, and structure plans that meet the needs of clients whose assets range from modest to those that require in-depth estate tax planning. After your passing, we assist your family to administer your estate or trust, and assist with federal estate tax filings where they are needed.

Wills and Trusts

Whether you own business interests, real estate, mineral or water rights, retirement assets, financial investments, or life insurance policies we help you create a customized plan to protect your wealth and ensure a smooth transfer of assets to your beneficiaries.

We specialize in drafting wills and trusts, establishing and amending trusts, administering probate estates and trusts after death, marital agreements, guardianships and conservatorships and wealth transfer planning. With a holistic approach, we ensure that every aspect of your estate is carefully considered, from business interests to personal property. Our attorneys work closely with you to develop a practical plan that aligns with your goals, reduces complexities, and preserves your legacy.

We implement strategies that not only protect your wealth but also maximize what you pass on to future generations. Whether you require detailed tax planning, minimizing capital gains tax, generation skipping planning or advice on succession planning for your business, our firm is committed to delivering personalized, effective solutions.

Probate and Trust Administration

Lyons Gaddis attorneys serve as a crucial ally in estate and trust administration, offering expertise, support, and peace of mind to family members during a challenging time. By ensuring legal compliance, managing conflicts, and protecting assets, we help families navigate the process more smoothly and effectively.

Let us help you navigate the complexities of estate planning or handing the estate of a loved one who has passed away, while safeguarding what matters most to you. Contact us today to schedule a consultation.