Estate Planning
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You have worked hard your whole life and it is you that should decide how your assets are distributed when you are gone. We can help you achieve your goals with our experience and expertise in estate planning and will explain options and guide you so that you reach your goals in developing a plan that meets your needs.
Many of us do not like to think about dying, but eventually we all do. Have you thought about how your assets will be distributed at your death and how to provide for your family or loved one?
Consider:
- How will your assets be distributed if you die without a will? If you have no will, the law will determine how your property is distributed. This distribution may not align with your wishes.
- If you have an estate plan, when did you review it last? Your circumstance may have changed. The government has enacted sweeping changes in the laws relative to estate planning and estate taxation. Are you sure that your current estate plan still meets your needs? We can review and update your current estate planning documents to ensure that they meet your current needs.
- Do you have a child receiving government benefits? Would an inheritance disqualify that child from receiving those benefits? We can work with you on developing an estate plan that would protect those benefits.
- Will your estate need to pay estate tax at your death? We can show you how you can reduce or eliminate estate tax at both the State and Federal level.
- Do you have minor children? If so and you die, the court would need to become involved in appointing a guardian to care for your children and manage their assets. You can nominate a guardian in your will to care for any minor children.
- Is the person who would inherit from your estate capable of handling those assets? We can work with you to develop a trust to protect that person’s interest.
We have the experience in drafting legally enforceable:
- Last Will and Testaments
- Marital and Credit Shelter Trusts
- Supplemental Needs Trusts
- Trusts for Minors
- Living/Revocable Trusts
- Irrevocable Life Insurance Trusts
- Charitable gifting strategies
- And many more estate planning tools.
It has been said that “the future belongs to those who prepare for it.”
Our law firm stands ready to help you in your planning.
For More Information: please call us at (585) 325-7515 or Submit a Confidential Form Request