Wills, Trusts and Estate Planning

Preserving client assets is the gold standard. Wills, Trusts and Estate Planning are synonymous with doing whatever it takes to protect your loved ones. Having an estate plan that integrates all components of an individual’s circumstance–especially with regard to healthcare and financial needs–can foster peace of mind and heighten quality of life. Our attorneys bring a world of experience to the table. We make it our business to stay current with the latest information. It’s our privilege to help clients prepare for future needs or address difficult age-related problems for themselves or loved ones.

We can assist by:

  • Providing expertise in estate administration
  • Preparing powers of attorney and advanced medical directives
  • Establishing a “living trust” to provide a seamless, private administration of your estate for your beneficiaries
  • Sorting out the unique challenges presented by second marriages and two-family households (“yours, mine, and ours”)
  • Insuring that special needs children are provided for in a way that insures quality care in an atmosphere of ongoing respect for their dignity
  • Planning for succession in closely held businesses, especially where one child works in the business and others may not
  • Seeking solutions for the peculiar challenges presented by age-related problems, including transition to assisted living or nursing home environments, as well as providing hands-on assistance with financial management when family members are separated from the elderly parent
  • Providing assistance in the minefield of government regulations, including Medicaid, Medicare, and Social Security
  • Offering expert guidance in both the practical and tax aspects of estate administration, including “post-mortem” planning that may reduce tax liabilities

For help with Wills, Trusts and Estate Planning, contact any of our experienced attorneys who specialize in this field: