ESTATE PLANNING

Wills and Trusts Lawyers
When planning for the future of your estate, your family, or your own healthcare, it is essential to understand all of your rights and options. Many decisions you make during estate planning have tax implications. Other decisions about wills and trusts could help you avoid probate.
 
At Checkett & Pauly, P.C., we understand that you have worked hard to secure your family's financial security and will work just as hard to protect the future of your estate. We will help you explore all of your options in estate planning and help you make the best decisions to protect the future of your estate and your family.
 
Our wills and trusts practice encompasses both estate planning and estate, trust and probate administration. Whether you are seeking to create a will, modify an existing will or estate plan, or you need advocacy in a will contest or the probate process, we have the experience and skill to effectively assert your rights:

  • Wills
  • Advanced medical directives ("living wills")
  • Powers of attorney
  • Revocable trusts ("living trusts")
  • Irrevocable trusts
  • Charitable remainder trusts
  • Gifting
  • Charitable gift planning
  • Estate tax planning
  • Business and farm succession planning

 
Estate and Tax Planning
Our estate planning tools and options are as diverse as our clients' interests. We will take an individual approach to your case after making certain we understand your immediate and future goals. Whether you are seeking counseling on the probate process or you want a sophisticated tax planning solution, we offer experienced guidance you can trust.
 
Business and Farm Succession Planning
In addition to individual and family clients, we represent farm and business owners who are interested in succession planning. This involves developing a plan outlining who will take over if a partner, director, officer, or manager leaves the organization. We can handle such issues as partnership valuation, non-compete agreements, and buyback or leaseback programs.
 
At Checkett & Pauly, we have experience helping families create estate plans that ensure that all children receive fair portions of their parents' estates while allowing a family business or farm to continue.
 
If you are interested in passing your family business on while protecting all of your beneficiaries, contact our law office in Carthage to schedule an appointment with an estate planning attorney.

Estate Planning Consultation
To discuss your legal needs with our Carthage attorneys, call (417) 358-4049 or fill out the contact form on this website.