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Estate Planning

Wills, Trusts and Estates

 

Two of the most important goals of our clients are (1) creating an effective estate plan, and (2) protecting and preserving their assets for future generations.

The estate planning attorneys at McLaughlin & Zerafa will work with you to create a custom-tailored estate plan, incorporating your unique family dynamics. From simple Wills to complex estate plans, the estate planning attorneys at McLaughlin & Zerafa are here to help you. At McLaughlin & Zerafa, we review your entire financial portfolio to ensure that your estate passes in the manner in which you desire.

The estate planning attorneys at McLaughlin & Zerafa will review your assets to determine what, if any, techniques are available so that your estate can pass to your beneficiaries in the most tax-effective and efficient manner.

Our most important goal is client satisfaction. The best way to achieve client satisfaction is to prepare a comprehensive estate plan. The estate planning attorneys at McLaughlin & Zerafa use the “team approach” to Estate Planning. Our attorneys work not only with the client, but with the client’s accountant, life insurance agent and financial advisor to create an effective, comprehensive Estate Plan.

As Estate Planning Practitioners and Estate Litigators, our attorneys work from the very beginning to draft Estate Planning documents in an effort to protect against a Will contest. Our comprehensive intake and family history, as well as lengthy meetings with clients and formal execution ceremonies, help to ensure that our client’s wishes are carried out. While you cannot do away with the possibility of someone bringing a lawsuit, our practices and procedures help to minimize the threat of a successful challenge to a Will.

    Our Estate Planning services include:
  • Last Will and Testament
  • Health Care Proxy
  • Living Will
  • Power of Attorney
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Planning

Contact our office for a free consultation.