Katherine Hanes

Thoughtful, thorough estate planning advisor

Katie Hanes works with clients to develop individualized estate plans and administer trusts and estates. She prepares estate planning documents that carry out client wishes while minimizing taxes and administrative burdens. Katie also works with corporate and individual trustees and personal representatives to efficiently administer trusts and estates while helping families through some of life's most challenging moments.   

Katie knows that understanding your family and financial situation is crucial to developing an estate plan that accomplishes your goals. She asks thoughtful questions and provides options to clients to help them navigate the complex task of creating an estate plan. Katie also knows how challenging it can be to administer a trust or estate after death and provides structure and support to get the job done. 

• Prepares core estate planning documents such as revocable trusts, wills, powers of attorney and marital property agreements. Katie prepares these essential documents to help avoid a probate court proceeding at death and ensure assets pass to beneficiaries in a safe and financially secure manner.

• Prepares irrevocable trusts that allow families and individuals to transfer wealth to the next generation in a tax-efficient way.

• Prepares complex estate and gift tax returns.

• Administers trusts and estates. Katie works with trustees and personal representatives to gather assets, work through the court system if necessary, prepare estate and income taxes and distribute trust or estate assets to beneficiaries, advising the fiduciary every step of the way.