Estate planning is a key element of a successful financial strategy.
It ensures you will leave a legacy that provides for your loved ones by properly protecting and distributing your wealth according to your wishes. To help you with your legacy plan, we partner with a well-established estate planning law firm, Perkins & Zayed – The Estate & Trust Law Group.
Receive a Free Consultation With Our Estate Planning Attorneys
Our firms work hand-in-glove so that you can benefit not only from the personal guidance of an advisor, but also the expertise of an estate planning legal firm who, since 1999, has helped more than 2,500 families across the United States. We can schedule a complimentary meeting, together with an experienced attorney, so you can get professional guidance on the estate plan that fits your needs.
Never Leave Our Office
The entire process can take place in our office, or remotely from your home. We help you organize the information and documents you need to get started. Together we will meet remotely with a knowledgeable attorney to help answer your questions and design your plan. Once designed, we will deliver and review your estate plan. We’ll help answer questions, assist with signing and notarizing, and the funding of trusts. And when it’s time to update your plan, our team can help.
Comprehensive Expert Guidance
Whether a Will, Powers of Attorney, or Healthcare Directives, our team can help you address simple estate planning needs, and ensure your affairs are handled by someone you trust. And if you want to protect a special needs child, prevent squandering of your assets, avoid probate, or avoid estate tax across future generations, our team can help you create the advanced plan and the Trusts you’ll need to carry it out.
Estate Planning Solutions
Powers of Attorney
Special Needs Trust
IRA Inheritance Trust
Life Insurance Trust
Charitable Remainder Trust
Family Limited Partnership
Qualified Personal Residence Trust