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Warner Angle Hallam Jackson & Formanek PLC


Estate and Tax Planning

From complex tax planning to special needs trusts, and beyond, we know how to build estate plans that are dedicated to meeting your needs

For more than 50 years, Warner Angle attorneys have helped people plan for the future. That is exactly what estate planning is: planning for the future. It is a method of ensuring that your hard-earned assets are passed on in the manner that you feel is appropriate to the people that are important to you.

Estate planning has progressed beyond Wills. While a Will still plays a crucial role in an estate plan, there are other tools that can be used to accomplish your goals. Among the tools available are:

  • Trusts (Revocable Trusts, Irrevocable Trusts, Generation Skipping Trusts, Charitable Foundation Trusts, Special Needs Trusts, Crummy Trusts and Insurance Trusts)

  • Wills

  • Tax planning

  • Annual and lifetime gifting

  • Charitable planning

  • Durable powers of attorney

  • Medical directives and living wills

  • LLCs and partnerships

  • Non-profits and foundations


When you choose us to assist you with estate and tax planning, we will incorporate the tools that are right for your situation. To do that, we take the time to learn about you, your family, your goals and your vision for the future. With that information we can build a personalized estate plan for you and recommend a strategic tax plan.

We will provide you with an understanding of the benefits of the estate plan, including tax planning and potential avoidance of probate. We will ensure that you have the information you need to understand the tax planning tools that are available and the benefits for your estate plan.

Articles by Larry Schafer

The Problems with Joint Tenancy Ownership  In most cases, parents should not enter into joint tenancy ownership with their children. If you want to avoid probate, you can designate your children as the beneficiaries upon your death.

When Joint Tenancy Ownership Isn't Enough  Joint tenancy designations are not perfect. Joint tenancy tends to give people a false sense of security. Remember that joint tenancy deals with only the transfer of title on death.

POD Accounts as an Alternative to a Trust  Advantages include avoiding the cost and time associated with probate, and the ability to set up a POD account without the help of a lawyer.




Larry Schafer

Larry Schafer

Dan Hulsizer

Dan Hulsizer

Richard Bookspan

Richard Bookspan


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