Estate Planning

Life & Legacy Planning creates comprehensive estate plans customized to address the particular needs of each client. Please contact us to create, review or update an existing plan to ensure your wishes are carried out in the event of a crisis and that your plan includes modern tax and asset protection considerations.

As experienced attorneys who specialize in this area, the best value to our clients is often achieved by finding the most economical legal solution to match your goals.

We will discuss the different options available to you based on your desire for asset protection, requirement to reduce your taxable estate, ease of administration or management, and desired flexibly in your plan.

Wealth Transfer and Protection Strategies

Transferring wealth between generations involves a complex blend of careful planning and a thorough grasp of tax consequences, asset protection, and family dynamics. Well-crafted strategies for generational wealth transfer can help safeguard financial legacies while aligning them with personal values and family objectives. These approaches may include setting up trusts, gifting assets during one’s lifetime, or developing a comprehensive estate plan that takes into account possible shifts in tax laws and economic circumstances.

Trust and Estate Administration

Losing a loved one can be an incredibly confusing and grief-filled time as you navigate the emotional turmoil while also needing to manage the practical details of locating assets, paying bills and ensuring that your loved one’s belongings are distributed appropriately and without conflict. We are here to support you.

Regardless of whether your loved one established a trust for their assets, they still had an estate that requires careful management. It’s essential to collaborate with a lawyer who can guide you through this process, minimize potential conflicts, and facilitate a smooth transition of assets.