ESTATE PLANNING

ESTATE PLANNING SERVICES AT MEYERSON LAW FIRM

Planning for your family's future is a critical step in securing your legacy and insuring your loved ones are taken care of after you're gone. At Meyerson Law Firm, our experienced attorneys offer comprehensive estate planning services that go beyond the basics to include advanced techniques like asset protection, business succession planning, and tax planning.

WHY DO YOU NEED AN ESTATE PLAN?

Failing to plan for incapacity or death could cause your family hardship and conflict. By working with our attorneys, you can ensure that your wishes are carried out and your assets are distributed according to your plan. We can help you create a customized estate plan that reflects your unique goals and priorities, including:

WILLS

Wills are one of the simplest ways to ensure that your assets go to the people you love. All of Meyerson Law's wills contain provisions for contingent special needs trusts should your beneficiaries be disabled or the recipient of means-tested benefits. Whether you are elderly or are newly married, it's important to have a will to protect your family from probate or familial disputes. If you've already created a will, you should update it after major life events, including new children, marriages in the family, and the purchase of a home or other large assets.

TRUSTS

Trusts are legal arrangements that hold property for specific beneficiaries. Creating a trust can help you avoid probate and can provide tax benefits. Our attorneys can help you understand your options and select the trust that works best for you and your family. We offer a range of trust services, including:

• Revocable living trusts
• Irrevocable trusts
• Charitable trusts
• Special needs trusts
• Asset protection trusts

OTHER TOOLS

Depending on your needs and estate planning goals, you may also use other tools to develop your plan. For example, you may need a power of attorney, which is an arrangement that allows another individual to make important health and/or financial decisions on your behalf if you become incapacitated. Our attorneys can help you understand the different types of powers of attorney and other tools that may be appropriate for your situation.

BUSINESS SUCCESSION PLANNING

If you own a business, it's important to have a plan for what will happen to the business after you're gone. Our attorneys can help you create a comprehensive business succession plan that ensures your business will continue to thrive even after you've retired or passed away.

TAX PLANNING

Estate planning often involves tax planning strategies to minimize estate and gift taxes. Our attorneys are well-versed in the latest tax laws and can help you develop a tax-efficient estate plan that preserves your wealth for future generations.

At Meyerson Law Firm, we understand that estate planning can be a complex and emotional process. Our compassionate attorneys are here to guide you through the process and help you make informed decisions about your family's future. Contact us today to schedule a consultation and take the first step toward securing your legacy.