Estate and trust planning and administration services
At Sarah Coburn Law, our focus is to provide a comprehensive, approachable and efficient planning process for clients at all stages of life.
Estate Planning
I offer a wide range of estate planning services, including Wills, Trusts, Powers of Attorney, Health Care Directives, and Beneficiary Designation forms. Together we’ll customize the right plan that meets your goals. My comprehensive approach ensures that you’re deploying a plan that is both tax-smart and appropriate for your circumstances.
Estate Administration
When a loved one passes, the estate administration process can feel overwhelming. By providing support and practical recommendations during difficult times, I ensure that probate, if necessary and the administration of a loved-one’s estate is handled as efficiently as possible.
Trust Administration
As a trustee or a beneficiary of a trust, it’s extremely important that you understand your rights and obligations. I explain the complicated legal and tax concepts in an accessible manner so you can make informed choices to protect yourself, your family, and your assets. When appropriate I will serve as trust of a trust.
Tax Planning
Being prepared brings peace of mind - having a solid plan in place ensures it. If you’re looking to minimize estate taxes when you pass, maximize tax savings for charitable donations, or structure vehicles to minimize taxes for future generations, I can make planning the process understandable and efficient.
Business Succession
You’ve worked hard to build your business, and you should have a sound plan for your exit. I collaborate with my business-owning clients and their other professional advisors on tax planning, exit strategy, and the transition of company interests to the next generation or new owner.
Philanthropy
Giving back is a wonderful thing to do. I can assist you in meeting your charitable objectives. I offer a range of philanthropic advisory services for families, individuals, charitable trusts, and private foundations.
Contact
Feel free to contact me with any questions.
Email
sarah@sarahcoburnlaw.com
Phone
207-810-3010