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At Colby & Thornes, PLLC, we work directly with our clients and our client's advisors and accountants to provide tax and planning advice and to create an estate plan that achieves each client's unique estate planning goals while minimizing the time and expense of estate administration.
We assist clients with a variety of estate planning services, including:

  • Revocable trusts and wills;
  • Durable powers of attorney ;
  • Health care powers of attorney and living wills;
  • Life insurance trusts;
  • Planning for qualified plan and IRA assets;
  • Family limited partnerships;
  • Succession planning for a closely held business; and
  • Estate and trust administration advice.

In addition, we counsel clients on advanced estate and gift tax planning techniques, including advice on lifetime wealth transfer through qualified personal residence trusts, grantor retained annuity trusts and family limited partnerships, as well as a variety of other sophisticated tax planning techniques.

We are experienced in evaluating the proper uses of insurance in estate planning, and in reviewing clients' assets to structure ownership to minimize gift and estate taxes. We are also active in designing and implementing succession plans for closely held businesses.
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