Estate Planning is about protecting your future, as well as the future of your loved ones. A comprehensive plan ensures your wealth is distributed how you prefer, reduces death and inheritance taxes, establishes advocates to oversee your health care and safeguards minor dependents. Without a plan, the state is in control of these major decisions upon your death. We customize all planning documents for your specific needs and reduce the choices that loved ones need to make during an emotional time.
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Probate courts are tasked with validating an individual’s Will upon death. Only with the court’s approval can the distribution of assets begin. If an individual does not have a Will, an administrator of the estate must be accepted by the court to oversee activities of the estate. The best way to ensure that the wishes outlined in your estate planning documents are carried out correctly and most expeditiously is to work with a probate attorney. Our attorneys are well versed in the probate process and are ready to help.
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Families caring for special needs loved ones face many challenges, including navigating insurance benefits, identifying programs for social needs and assessing the financial ability to pay for the specialized care required. These issues do not end when the primary caretaker is no longer able to provide the care. Long-term planning documents map out housing needs, identify care providers and help secure the financial assets to be used to pay for extended care. We have resources to help us develop a plan that fits your needs.
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Tax attorneys focus on ways to reduce or defer taxes based on an individual’s income or activities. Almost every movement of money or property has a tax implication. This complex area of the law requires experienced professionals to oversee the various wealth transfer taxes, which include the gift, estate and generation skipping transfer taxes. An attorney will also help clients deal with tax controversies. Our attorneys have decades of experience with tax planning and are ready to map a strategy for you.
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