Wills and Estate Planning
Our firm handles a variety of estate planning matters, including planning for the distribution of an individual’s property at his or her death and taking into account wills, taxes, insurance, property, and trusts so as to gain the maximum benefit of all laws, while, at the same time, carrying out the person’s wishes. We have years of experience in estate planning and can prepare wills, trusts, powers of attorney and living wills. We have also handled many successions with or without administration.
Wills – A will is a person’s declaration of how one wants their property dispersed after death. Because there are complex regulations regarding the validity of any will, it is important to consult an attorney with knowledge and experience. It is also true that these regulations vary from state to state. Our attorneys continually seek out state-specific changes in the rules to be sure your wishes can be honored after your death.
Trusts – In order to establish a secure and regular income for loved ones left behind, many clients seek advice on Trust establishment and administration. By maintaining your assets in a Trust, you can minimize taxes and leave a larger inheritance. The use of a Trust is also a way to provide a steady income to the Beneficiary over the course of time, rather than distribution in a lump sum. This strategy can reduce the Beneficiary’s tax and allow the Trust to grow through investment. Trusts can also be established that allow charitable organizations to benefit.