Estate Planning

Mr. Westwood’s estate planning philosophy is straightforward – a carefully thought out and implemented estate plan brings the peace of mind of knowing that all your affairs will be taken care of when you are gone. The implementation of Mr. Westwood’s estate planning services is designed to provide his clients with the best possible level of understanding and clarity. Mr. Westwood believes there is no “typical” problem in the area of estate planning as everyone’s life circumstances and business and personal assets make every situation a unique challenge. Mr. Westwood works with his clients to define their estate planning goals and then finds a solution and tax-efficient way to achieve those objectives.

Additionally, Mr. Westwood advises and counsels personal representatives and trustees in the administration of estates after a death, including probate proceedings and preparation of accountings. He also represents clients in disputes and litigation among fiduciaries, heirs and beneficiaries of trusts and estates where necessary. Mr. Westwood strives to provide all of these services in a timely, efficient, and caring manner, understanding the emotional and financial demands on the family.

Mr. Westwood assists clients with a variety of estate planning services, including:

  • Revocable trusts and wills
  • Durable powers of attorney
  • Health care directives
  • Life insurance trusts
  • Charitable trusts
  • Minors’ trusts
  • Family limited partnerships
  • Succession planning for a closely held business
  • Estate and trust administration advice
  • Distribution of assets to beneficiaries