We offer a broad spectrum of estate planning, trust and trust administration, and personal tax planning services.

Jennifer Kincaid and Steven Balk have the knowledge and experience to guide you through a variety of situations related to your personal finance options as related to the law.

• Will Preparation

• Trust Formation (including funding of trusts)

• Estate and Gift Tax Planning

• Legal Incapacity and Guardianship and Conservatorship Proceedings

• Powers of Attorney (property and healthcare)

• Living Wills

• Prenuptial Agreements

• Estate Administration

• Trust Administration

• Preparation of Estate and Inheritance Tax Returns (Iowa, Illinois and federal)

• Estate Beneficiary Representation

• Trustee and Trust Beneficiary Representation

• Charitable and Tax-Exempt Organization Formation and Representation

• Business Succession Planning