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Practice Areas

Estate Planning

Moore, Clarke, DuVall and Rodgers, P.C. handles a variety of estate planning matters. Our attorneys recognize that for clients, a major concern is ensuring that their hard work survives their death. Our clients depend on us for complete estate planning services including the preparation of Wills, trusts and other documents, as well as the creation of family limited partnerships and other entities. The firm develops effective estate planning strategies that protect our client's interests and objectives now and in the future.

For business owners, business succession is an important planning objective. Another concern of business owners is that while their personal investment in their business has helped to finance its growth, having their assets tied-up can also create severe liquidity problems when they die. In addition to probate and estate taxes, your estate and survivors may face business liabilities after your death. Today's estate planning not only emphasizes traditional tax issues, it focuses on increased coverage of asset preservation and family business planning. It is important to work with a firm that understands common business and estate planning tools such as:

  • Buy-sell agreements,

  • Estate freezing,

  • Trusts,

  • Business-owned life insurance,

  • Stock redemptions,

  • Estate tax deferrals,

  • Qualified family-owned business exclusion,

  • Business valuation for estate planning,

  • Family owned business entities.

Our firm's objective is to ensure that the proper plans are in place to ensure that our client's wishes are executed smoothly upon their death. Please contact us today at 229-888-3338 or email us at rrodgers@mcdr-law.com.

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