Estate Planning

At Clendening Johnson & Bohrer, P.C., we understand the importance of estate planning in the lives of our clients and their loved ones. We provide personal and in-depth counseling to individuals and their families which results in achieving a client’s goals and objectives while minimizing taxes and maintaining maximum flexibility. In short, we help ensure that our clients have comprehensive estate plans that will work for them while they are alive and well, that will work for them if they become incapacitated, and…which will work for their family after they are gone.

Specific types of estate planning tools and services we provide include:
  • Asset Protection Planning
  • Business Succession Planning
  • Simple and Complex Wills
  • Living Will / Living Trust Documents
  • Revocable Trusts
  • Irrevocable Trusts
  • Probate and Estate Administration
  • Estate Tax Planning
  • Family Limited Liability Companies
  • Family Limited Partnerships
  • Guardianships
  • Elder Law
  • HIPAA Medical Authorizations
  • Long-Term Care Planning
  • Medical Powers of Attorney
  • Powers of Attorney

Although every individual’s needs, and ultimately their plans too, will be different, we strive to educate each person on the most appropriate options available to them—options to structure their estate plan, minimize taxes, plan for their own incapacity, reduce or eliminate court involvement, and protect any inheritance that is left to their loved ones. But, it is only after we understand the client’s concerns, goals, and objectives, and, the client fully understands the options, that we begin to design an appropriate estate plan.

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