Wills, Trusts & Estates

Properly planning for wills, trusts and estates is a crucial aspect of your legacy. We provide you access to legal and accounting services that are designed to provide you with comprehensive solutions tailored to your unique needs. Our network includes independent licensed attorneys, certified public accountants and  tax professionals deeply experienced in estate planning, ensuring that your legacy is secured and aligned with your wishes.

Diverse Services for Tailored Estate Planning

  • Will and Trust Creation/Revision: Whether you’re drafting a new will or trust or updating an existing one, attorneys can provide wisdom and guidance to reflect your current life circumstances and future objectives.
  • Estate Tax Optimization: Navigate the complexities of estate taxes with strategic planning to optimize your estate’s tax liability, preserving more of your legacy for your beneficiaries.
  • Business Succession Planning: Ensure the seamless transition of your business with our succession planning services, safeguarding the future of your enterprise and your family’s interests.
  • Health Care Directives: We help you create clear directives regarding your health care, ensuring your wishes are respected in critical situations.
  • Executorships and Trust Oversight: Our professionals offer guidance and support in managing executorships and trusts, ensuring efficient administration and compliance with legal obligations.
  • Charitable Giving Strategies: Maximize the impact of your philanthropic efforts with our strategic planning for charitable giving, aligning your generosity with tax-efficient methods.
  • Estate & Trust Administration: We can provide you with access to comprehensive administration services for estates and trusts, including asset liquidation, debt/liability resolution, and beneficiary assistance.
  • Tax Preparation and Dispute Resolution: We can assist with tax preparation for estates and trusts and offer expert support in resolving any disputes that may arise.

 

Start Planning with Confidence

Whether you’re establishing a new estate plan or revising an existing one, our professionals are ready to assist. Let us help you craft a legacy that aligns with your vision and provides peace of mind for you and your loved ones. All legal services are provided by independent attorneys in your geographic area. 

Independently & Objectively Protecting Your Legacy

Professionals listed in the 1800ADVISER.COM directory are “Fee-Only,” and are 100% Independent & 100% Objective™.   In simpler terms, this means these professionals do not charge commissions for their advice and are not incentivized to sell any particular products. Instead, their focus is on providing honest recommendations that are in your best interest.

Estate planning services require a personalized approach, and fees reflect this. Each independent professional sets their own pricing structure, with hourly fees starting as low as $100 and significantly increasing thereafter based on the professional’s experience and your needs. Fees are also dependent on the geographic area you live in.  Some professionals may charge contingent fees and offer fixed-fee packages. Rest assured, all fees are clearly discussed and agreed upon in advance, in writing.

Click here to ask us a question or schedule a FREE consultation.  Alternatively, you can browse the biographies of our individual advisers on 1800ADVISER.COM. Choose the adviser that aligns with your financial aspirations and take the first step towards an empowered financial future.

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