Estates and Trusts
Estate & Trust Planning: Protecting Your Future
Planning for the Unexpected
Life can be unpredictable, which is why having a plan in place is crucial. Whether you are preparing for future expenses, saving for your children's education, addressing medical needs, or planning a charitable donation, we help you create a strategy that aligns with your goals.
Without a plan, the state will dictate how your assets are distributed. This can lead to uncertainty and complications. We work with you to create an estate plan that reflects your wishes and protects your assets.
Duke Holzman provides thoughtful guidance to ensure peace of mind.
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A Comprehensive Approach to Estate Planning
Estate planning is not just about creating a will; it’s about setting up a framework that adapts to your changing circumstances. Our team takes a comprehensive, integrated approach to estate planning that ensures:
- Protection of Your Loved Ones: Establish guardianships for children and provide for those who need protection from creditors or poor financial decisions.
- Healthcare Planning: Set instructions for your care if you become disabled or incapacitated and empower your loved ones to make the decisions that are right for you.
- Tax Planning: Minimize taxes, court costs, and unnecessary legal fees, while maximizing the value of your estate.
- Ongoing Review: As your life evolves, so should your estate plan. We regularly review and adjust your plan to stay in line with changes in your family, finances, and the law.
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Trusts: Effective Tools for Estate and Tax Planning
Trusts can be powerful tools to ensure your estate planning goals are met. A testamentary trust (established through your will) is often used to avoid guardianship procedures for minor or incapacitated beneficiaries and to help manage investments and minimize tax consequences.
We handle all aspects of trust creation, funding, and administration, and offer specialized trust options such as:
- Revocable Trusts: Flexible and can be altered during your lifetime.
- Irrevocable Trusts: Offering tax benefits and asset protection.
- Specialized Trusts: Designed for medical needs, educational expenses, or charitable purposes.
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Estate Administration & Probate
When a loved one passes, the estate administration process can be overwhelming. We guide you through probate, ensuring assets are distributed according to the decedent’s wishes and the law.
Whether it’s proving a will, handling the distribution of assets, or addressing disputes, our team provides support and expertise every step of the way.
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Our Estate & Trust Services
- Will Preparation, Review, and Revision
- Healthcare Proxy and Power of Attorney
- Revocable & Irrevocable Trusts
- Specialized Trusts for Medical, Educational, and Charitable Purposes
- Estate Administration & Probate
- Estate Litigation
- Estate Tax Returns, Including Fiduciary Income Tax Returns and Final Tax Returns for Decedents
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Planning for your estate is one of the most important things you can do for yourself and your family. Let us help you create a plan that gives you peace of mind now and in the future.