ESTATE PLANNING & ASSET PRESERVATION
Our firm designs a full range of estate planning services and asset preservation packages for individuals, traditional and same-sex spouses and their families.
Although many people feel that having only a last will and testament is sufficient for estate planning purposes, we believe that a comprehensive and effective plan should contain other documents as well. This can help bring peace of mind to you and your loved ones as well as provide for certain unexpected events, such as becoming physically or mentally incapacitated. The overall goal is to protect and preserve your assets for your heirs and beneficiaries.
Things To Consider
Should you become disabled or otherwise unable to make certain decisions on your own, how would this be addressed? We feel that appointing a loved one or other trusted individual to do so on your behalf is important. This can be done through the following types of documents:
- Financial power of attorney
- Health care power of attorney
How We Help
Many of our long-standing clients are successful business owners, and we help them as well in the preparation of succession plans in the event of death, retirement or incapacity. For some people, a business is their most valuable asset. Estate planning documents can serve to protect the value of the company that you have worked so hard to build as well as forestall any bitter disputes. We're also available to help individuals and families with other forms of asset preservation, such as:
- Revocable trusts
- Special needs trusts
- Realty trusts
