Eckhart Kolak, LLC

What We Do

Estate Planning and Administration

Our estate planning and administration capabilities start and end with your goals. We structure and administer estate plans to make sure your goals are accomplished and the value of your estate is maintained. And we show and tell you how your plan will work in simple and plain terms you can understand.

Services offered include:

  • Estate planning
  • Business succession planning
  • Estate taxes
  • Wills
  • Living Trusts
  • Insurance Trusts
  • Charitable gift planning
  • Gift Trusts
  • Family Limited Partnerships
  • Disability planning
  • Guardianships
  • Powers of Attorney for Property and Health Care
  • Estate and probate administration
  • Estate and gift tax returns

Client Stories

A couple came to us concerned about estate taxes, asset protection and succession planning. They wanted to provide for their children, but they wanted their children's inheritances to be protected from creditors. We first considered the couple's needs without thinking of the tax ramifications, as we wanted to a plan that met their wishes and was not driven by taxes …

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