Graf Stiebel & Coyne - Attorneys at Law

We limit our practice...
but never our commitment.

Estate Planning

 Union Terminal

Estate Planning is not a sideline for us – it’s one of the cornerstones of our practice.  Effective planning is a process that goes far beyond the production of documents.  A complete estate plan begins with a conversation about your personal goals and wishes, followed by a discussion of pertinent family matters and a detailed financial analysis.  It does not end until the plan has been fully implemented, from signing documents to re-titling assets and updating beneficiary designations.  By looking at the entire picture, we work with you to build a tax-efficient estate plan that maximizes your ability to face events that affect you and your family during life and after death.

While a basic estate plan typically includes a will, revocable trust, durable power of attorney, and health care directives, we also recommend and implement additional planning techniques such as:

  • Irrevocable trusts
  • Charitable trusts
  • Retirement distribution planning
  • Asset protection strategies
  • Succession planning for privately-owned businesses
  • Estate liquidity analysis
  • Gifting strategies
  • Valuation planning
  • Generation-skipping trusts
  • Strategies for the payment and deferral of estate tax