Estates and Trust Planning

Our goal is to provide you peace of mind. Preserving family assets, planning for the needs of loved ones, and reducing or eliminating taxes and other costs are key concepts in the estate planning process. With proper planning, we assist our clients to manage and preserve assets during lifetime, provide for the efficient transfer of assets during lifetime and at death, and protect loved ones and family assets into the future.

We Plan for Expected and Unexpected Matters

We plan for expected and unexpected matters such as disability, extensive medical and nursing home expenses, changes in family circumstances and relationships, changes in tax laws, and changes in financial circumstances.

Proper planning can provide the peace of mind available from knowing that your wishes will be carried out, loved ones will be cared for, and costs and taxes will be minimized. The special issues arising from blended families, minor children, and persons with disabilities can also be properly taken into consideration.

Estate Planning Services

Planning can involve a variety of documents including Wills, Revocable and Irrevocable Trusts, Supplemental or Special Needs Trusts for disabled persons, Durable Powers of Attorney, Healthcare Directives (formerly referred to as “Living Wills”), and asset transfer documents.  We tailor Wills and Trusts for our clients to avoid or minimize estate tax, gift tax, income tax and generation skipping tax and to provide for orderly and low cost estate and trust administration.

We have extensive experience in all facets of the estate planning process and can efficiently assist you in developing and documenting your estate plan. Contact Fluegel Law Firm to make an appointment today.