Wills and Estate Planning

Estate planning involves more than just drafting a will and naming a personal representative. Barbara A. Olson is committed to helping individuals and families develop estate plans that give them control of their physical and financial future, and that deals with business succession issues, while understanding the tax implications. She has an understanding of business and tax issues involved in business succession planning and intergenerational transfer. More than just protecting and distributing assets, estate planning allows her clients to establish health care directives, powers of attorney that assign control of financial and healthcare decisions to a designated individual.

She has dealt with a wide variety of issues in the estate planning area, such as:

  • Wills
  • Irrevocable Trusts
  • Revocable Trusts or Living Trusts
  • Irrevocable Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Health Care Directives
  • Power of Attorney
  • Estate Freeze Transfers