Estate planning is an ongoing process that allows individuals to create a strategy and defined plan to protect the assets they have worked so hard to obtain, but also requires regular review and updates over time as your goals and circumstances change. We strive to maintain long-term relationships, providing guidance and support to serve your estate planning needs for life, whether you’re creating or updating your will or trust, planning to avoid potential estate tax issues, leaving money to charity, preparing for the incapacity or passing of a loved one, or ensuring the smooth and orderly transfer of a family business. We regularly advise individuals and their families, as well as business owners, regarding all aspects of trusts, estates, gift planning, and multigenerational tax planning.

We also assist with probate administration after a loved one has passed. Probate is the legal process that takes place after someone dies to transfer legal title in assets to the beneficiaries designated in a will or according to statutory rules in the absence of a will. The process can be confusing, especially when grieving and trying to manage everyday demands of life. Gray Bugos & Schroeder LLC walks clients through the legal process and eliminates the legal confusion so that they can focus on celebrating the life of their loved ones.