For some, the thought of estate planning seems overwhelming or unnecessary. However, there is much to be gained by you and your loved ones through estate planning and even more to be lost if you don’t. No matter your age or situation, you should make sure you have properly prepared and executed documents in place.
PLANNINGA well drafted estate plan covers important life decisions such as what happens to your property and who cares for your children when you pass. There is also the question of who will manage your finances and health care decisions when you are unable to do so for yourself. You should bear in mind that without the right estate planning documents these important decisions will be left in the hands of others.
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PERSONALIZATIONWe work with you to design a personalized plan to address the financial and dispositive objectives that reflect your desires and help minimize income and estate taxes. At the same time we strive to provide and implement the best personalized plan based on your individual needs to avoid unnecessary probate, protect and preserve assets from unnecessary taxes, prevent family disputes and succession strategies to keep your assets in your family.
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ADVICE + COUNSELWe provide advice and counsel for many types of estate planning matters, including: Simple Wills and Complex Wills, Revocable and Irrevocable Trusts, Life Insurance Trusts, Qualified Personal Residence Trusts, Special Needs Trusts, Living Wills, Health Care Powers of Attorney, and other ancillary estate planning documents.
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Our practice also includes planning for the care of loved ones with special needs. A Special Needs Trust can allow a parent, grandparent or guardian to provide funds for a disabled child without disrupting the child’s eligibility for government aid.
Additionally, we can help you if you need Pre-Nuptial and Post-Nuptial Agreements.
We actively keep current on the constant developments regarding state law, income tax and estate tax in order to provide you with the best personalized plan for your situation.
Additionally, we can help you if you need Pre-Nuptial and Post-Nuptial Agreements.
We actively keep current on the constant developments regarding state law, income tax and estate tax in order to provide you with the best personalized plan for your situation.