ESTATE PLANNING
Estate planning is not just for individuals who are rich or dying. Everyone should have at least basic estate planning documents in place in the event of an untimely death or incapacity from an accident or illness. It is often difficult to predict what the next week may hold, let alone the next several years. Estate planning is an important aspect of your future and caring for your family and will ensure that you and your family will be protected. A well-crafted estate plan enables you to properly transition your property and investments to your heirs, can protect your assets, provide proper tax planning and give you and your family peace of mind.
It is important to have an updated estate plan throughout the stages of life.  We assist individuals in planning the effective disposition of their assets. We have the knowledge and experience necessary to address any estate law matter. Whether it is a simple will, trust or a sophisticated tax planning question, you can depend on our firm to provide the right solution for you.
At  the Law Office of Wallerstein Law, we provide advice and legal services in all types of estate planning matters, including:
  • Asset Disputes
  • Business Succession Planning
  • Charitable Trusts
  • Elder law
  • Estate Litigation
  • Estate Tax Minimization
  • Family Limited Partnerships (Family LLCs)
  • Guardianship (Conservatorship)
  • Irrevocable Trusts
  • Revocable Trusts
  • Marital Property Agreements
  • Power of Attorney (Financial & Health Care)
  • Probate Administration
  • Trust Administration
  • Wills
THE ESTATE PLANNING PROCESS
When creating a will, trust or another estate document, we will work closely with you. Our attorneys will learn about your personal and your financial situation. We will explore your values and discuss your goals. Then we will draft the documents that can help you achieve your objectives.
When a significant change occurs in your family or finances, we can adjust your estate plan for a reasonable fee. You will have the security of knowing that you have done everything you can to protect assets and provide for your family.

Whether it involves a will, a trust, or other estate concern, we can take care of your needs.

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