Estate Planning And Tax Services

Hoeppner Wagner & Evans LLP works with a diverse clientele of individuals in a wide variety of practice areas, including estate planning, wealth preservation and tax services.

Estate Planning

The firm customizes combinations of wills, trusts and non-probate transfers to meet specific client needs. We counsel clients in advance directives for incapacity planning including durable financial powers of attorney, health care powers of attorney, living wills, HIPAA documents and funeral directives.

Wealth Preservation And Planning

We also structure sophisticated wealth management tools such as trusts, premarital agreements, limited liability companies and partnership entities to protect family wealth. Our attorneys work with family-owned businesses to develop effective succession plans for transfer of company assets to other family members, or sale of the company to employees or a third party.

Probate

Our estate planning practice skillfully handles the full spectrum of probate and trust administration issues — from opening estates in probate court through distribution of assets and property.

Guardianship

We address guardianship issues and represent family members involved in guardianship matters for personal and financial decision-making.

Tax Issues

Our estate planning attorneys assist in the preparation of federal estate and gift tax returns as well as counsel clients on complex tax matters and represent clients before taxing authorities in disputes. We counsel clients and create tax exempt entities such as public charities and private foundations.

Hoeppner Wagner & Evans LLP is a Northwest Indiana tradition. From offices in Valparaiso and Merrillville, the firm represents the interests of a broad range of individuals locally and statewide.