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ESTATE PLANNING/PROBATE

Our firm has over a century of experience assisting families through the probate process when a loved one dies.  We pride ourselves with our knowledgeable and personable care through what can be a difficult time and process after the death of a loved one.  

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We can assist with both probate and non-probate transfers. We can help you make decisions that are cost effective with our knowledge of the tax rules, especially as it relates to farming assets and inheritance.

With our extensive experience in dealing with the probate court, we have the knowledge to put plans into place to avoid the court process.  We can create an estate plan that best fits your family’s needs and wishes for a smooth transition when it is needed by your family by using survivorship deeds, life estates, transfer on death affidavits or revocable or irrevocable trusts. 

 

We also offer estate planning services which consists of a Will, Durable Power of Attorney for financial affairs, Living Will and/or a Health Care Power of Attorney.  We will take the time to listen and craft an estate plan that meets your needs, protects your assets, and will give you the peace of mind that everything is prepared to carry out your final wishes.  

"We would like to commend and thank the team at Sunderman & Rode, LLC for their excellent professional assistance with regards to our mother's estate. Mr. Rode and his staff went above and beyond in their concern and handling of this matter and we appreciate their expertise and guidance throughout this process."

- The Family of Irene Maas

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