|
| Trust & Estates |
Call us now if you have a situation that needs immediate attention.
1-866-MesoHelp
1-866-637-64357 |
|
|
Many people think of estate planning as something needed only by the “rich” who own many properties and have a seven-figure net worth. Without proper planning, however, even individuals who consider themselves to be of “modest” means can incur significant tax obligations.
Advanced planning with wills, trusts, and annual gifting strategies can minimize or avoid federal estate and state inheritance taxes in most cases.
Advances planning is also helpful in deciding whether to execute general and medical powers of attorney, living wills (sometimes called “advance medical directives”), burial declarations, and various trust instruments.
Martzell & Bickford assists individual clients in determining how their estates should devolve and works with other professionals (accountants, brokers, insurance agents, etc.) to put the chosen estate plan in place. The firm also handles probate matters, both with and without administration, and probate litigation.
|
|
