Achieve Your Estate Plan Objectives With Our Legal Services

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At Indigo Legal Solutions

Our expertise in tax and business issues is the perfect foundation for the estate plans we develop for individuals, families, and business owners. Especially when it comes to personal matters, our clients know they can depend on our depth of experience to help them achieve their objectives today and for generations to come.

We understand how “the system” works, and we know how to structure plans that take full advantage of every key provision of the tax code. Since the potential tax consequence at death can often surpass a 50 percent tax rate, it is worth investigating all avenues to assist a family in retaining as much wealth as the law will allow.

Honoring the Past and Preparing for the Future

Simply knowing the law is not enough for effective estate planning. Our estate planners work closely with you to understand your objectives and goals in order to create a plan specifically tailored for you. Every individual has a different perspective, different needs, and different goals. We believe that imposing any type of “formula solution” is unfair to you and your family members. We prefer to listen first, then act on what you tell us. When we develop a plan, it fully reflects the input and directions we have received in our in-depth interviews with you. With our help, it becomes your plan.

Generational Goals

Indigo Legal Solutions brings a long-term perspective to our estate planning assignments. As we address the needs of the surviving spouse and children, we also keep an eye toward generations to come. Elements put in place today can have a profound effect on how wealth is retained and administered in the future. Our goal is to minimize any surprises during administration and to create a plan that withstands the test of time. For example, if you own a business, we will take the necessary steps to ensure the continuity and value of the business for family members, shareholders, employees, and customers. We will work with you to establish goals and then implement those goals efficiently and effectively. While the final decisions are always yours, we will provide you with the information and counsel you need to confidently make good decisions.

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Helping Families Move Ahead

The estate administration duties that accompany the loss of a loved one can prove burdensome, even overwhelming, to the survivors. We realize this is often a trying time for the survivors, and approach estate administration with care. We assist when and where needed, applying appropriate elements of post-mortem planning and ensuring that key deadlines and documents are handled in a timely and proper manner. We appreciate that there are hundreds of things you would rather do than focus on these responsibilities. With our assistance and follow-through, the elements of administering an estate can fall properly into place in a timely and efficient manner.

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Family Drama (and Avoiding It)

We work closely with our clients to draft estate plans and trust provisions that minimize the possibility of family conflict. Seemingly minor things, like drafting crystal-clear language in your estate planning documents and selecting the right people to serve as your fiduciaries (e.g., the executor of your will or the trustee of your trust), go a long way toward reducing the likelihood of litigation among family members. The unfortunate reality is that family disputes and disagreements related to estates and trusts happen frequently. In the event family discord arises and leads to family members taking overtly adversarial positions, we have the knowledge and experience to help address those turbulent situations in a timely and efficient manner. For example, we can work with the client to pursue methods of settling differences short of outright litigation, such as mediation and arbitration, to achieve the best possible outcome for our clients.

A Complete Range of Estate Planning Tools To Assist You

Indigo Legal Solutions can help you build your personalized estate plan and assist with its implementation, using proven techniques and tools to produce the desired results. We adjust our approach to meet your needs. The degree of sophistication and complexity involved depends solely on your wants, needs, and best interests.

Estate Planning Areas of Expertise

  • Wills and Revocable Trusts
  • Estate Administration and Probate
  • Gifting Techniques and Strategies
  • Life Insurance Planning
  • Trust Planning
  • Charitable Giving and Charitable Entities
  • Succession Planning for Business Owners, Including Buy-Sell Agreements
  • Family Limited Partnerships, Limited Liability Companies, and Closely-Held Businesses
  • Generation-Skipping Planning
  • Marital Property Agreements
  • Planning for Incapacity, Including Powers of Attorney and Health Care Declarations
  • Preparation and Filing of Estate, Inheritance and Gift, and Generation-Skipping Tax Returns
  • Estate and Gift Tax Audit Representation
  • Litigation Consulting
  • Mediation, Arbitration, and Litigation Relating to All Aspects of Trust and Estate Disputes