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Estate Planning - Simple and Advanced

What is estate planning?  Simply speaking, estate planning is pre-arranging for control of your money, real estate, personal property and business interests to pass to others at the time of your death or disability. Nobody wants to think about death or disability, but establishing a good estate plan is one of the most important things you can do to protect your wealth and you loved ones.   Proper estate planning puts you in charge of your finances and spares your family from delay, frustration, and conflict that can occur at the time of death or disability.

Some estate planning lawyers complicate the estate planning process by using unnecessary legal jargon. We focus our efforts on education and counseling to assure that our clients understand the estate planning process and the documents they have signed.

Foley, Foley & Pearson can quickly and efficiently implement estate plans that are both comprehensive and personal to the client. The attorneys and staff at Foley, Foley & Pearson are trained to work closely with the clients to implement just the right plan.

Some possible elements of your estate plan:

  • Custom wills
  • Trusts
  • Powers of attorney
  • Beneficiary designations
  • Business entities

Advanced planning strategies may include:

  • Life insurance trusts
  • Charitable trusts
  • Asset protection trusts
  • Qualified personal residence trusts (QPRT)
  • Private annuities
  • Family Partnerships
  • LLCs
  • Intentionally defective grantor trusts (IDGT)
  • Dynasty trusts
  • Generation-skipping tax planning

You are the most important part of the estate planning process. Working with you and your key financial advisors, Foley, Foley & Pearson can quickly and comfortably establish and maintain an estate plan to give you confidence, security, and a complete understanding of the process. Your goals and desires are addressed to ensure your overall well-being and that of your family.

Frequently Asked Questions about Estate Planning:

 

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Foley, Foley & Pearson, P.C. is a full service Estate Planning law firm. We offer our clients services in Probate Administration, Estate Taxes, Wills, Trusts, Disability and Incapacity Planning, Estate Administration, Corporate and Business Law, Business Succession Planning, and Planned Giving and Charitable Bequests.