Wills & Estates

Estate Planning & Probate

No single tool or formula fits every family’s unique circumstances or satisfies each client’s personal needs. You may require only a simple will, for which we charge a reasonable flat rate to draft. To protect minor children, we design a plan that includes naming guardians and setting up trusts that provide for their financial welfare. If your family includes a member with a disability, we can structure a special needs trust to protect your loved one.

Our attorneys can guide you through comprehensive estate plans that may include:

• Establishing trusts
• Drafting Power of Attorney
• Drafting Living Wills
• Drafting a Last Will and Testament
• Creating a special needs trust
• Arranging for guardianship of loved ones

When a loved one passes away, you may be required to administer the estate at a time when you are mourning your loss. Cagle & Boehms, LLC probates your family member’s estate with experience and compassion. Our prompt, knowledgeable administration of estates saves probate expenses and death taxes.

Assisting executors with probate

The executor or administrator of the estate has the important task of administering the estate efficiently and properly. The important duties assigned to the executor include:

• Collecting and organizing estate assets
• Paying estate debts
• Minimizing estate taxes liability
• Paying the IRS the correct amount of death taxes
• Preparing and filing inheritance tax forms with the IRS
• Valuing, managing and liquidating estate property
• Locating beneficiaries
• Collaborating as necessary with experts on real estate, automobiles or other assets

Our team of probate lawyers guides you through the complex laws and rules governing the probate process from start to finish.