Securing Your Legacy
At the heart of every estate plan is what the client holds dearest; children, spouse, life partner, or friend; faith or community organization; even pets.
We understand the risks and challenges that are involved in estate planning, and being prepared for this process is a challenge itself. We will work with you to ensure that you make the best judgments.
Our high-net-worth clients are understandably concerned about ensuring that their wealth is transferred in the most tax-efficient manner possible to their beneficiaries. We are equally determined to leverage all of our skill and experience to ensure that it is.
To that end, we assist clients in drafting wills and creating and administering trusts, from conventional asset protection and grantor trusts to state-of-the-art trusts designed to address our clients’ specific needs. In addition, during life or at death, we work closely with executors and trustees, providing guidance for all aspects of estate and trust administration. To be effective, an estate plan must be properly administered.
Understanding Individual Needs
Whether you’re looking to create a plan to manage your life changes or to arrange for wealth creation and preservation, Bailey Law Firm offers an understanding and compassionate approach to supporting our clients’ individual needs.
An attorney at Bailey Law Firm will custom craft an estate plan that meets your wishes, objectives and provides peace of mind for your estate, whether large or small.
Our attorneys also are experienced in assisting family-owned businesses, including family limited partnerships and limited liability companies, in minimizing their tax liability and assuring continuity as they transfer their business interests to the next generation. This involves structuring freeze transactions, helping clients develop succession plans and, when necessary, helping to resolve disputes through alternative means.
Our Trusts and Estates Services May Include the Following:
- Revocable Trusts
- Irrevocable Trusts
- Asset Protection Trusts
- Special Needs Trusts
- Pet Trusts
- Trust Administration
- Family Limited Partnership and Limited Liability Companies
- Medical Power of Attorney, Living Wills, Durable Power of Attorney
- Charitable Giving as Part of the Estate Plan
- HIPAA Authorization Forms
You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, the attorneys at Bailey Law Firm, can help with all aspects of trusts and estates issues. Contact a reliable source for your estate planning and trust administration legal services.