Estate Planning

A number of things can prompt a person to start thinking about an estate plan- from the birth of a child to the fear of estate taxes. Whatever the motivation, an estate plan is an important part of getting your financial affairs in order to make sure your family and property are protected for the future. We can assist you with analyzing your estate planning needs and preparing wills, trusts, powers of attorney, health care directives and other documents determined necessary. We can also assist you with family business succession planning and asset protection, as well as probate administration.

Estate Planning for new Families

If you have minor children, a will is necessary to direct who will act as their guardian in the event that you or their other parent no longer can. A trust is a tool that can be used to provide ongoing support for a spouse or children in the event of your incapacitation or death.

Estate Planning for Business Owners

If you own a business, you may have special concerns about what will happen in the event of your death. Family business succession planning presents complex issues including transitioning leadership from one generation to the next. Whether you are considering a simple will or trust, or the formation of a more sophisticated estate plan, the Bruchman Law Firm, LLC is committed to staying focused on your objectives.