Unfortunately, estates without proper and express documentation of the deceased’s wishes can be held in probate for months and, in some cases, even years before appropriate distribution of the assets of the estate may be made and often, upon distribution, with imposition of tax consequences incurred therefrom.
Brennan Law Firm, PLLC, offers a panoply of estate planning and administration services to individuals. We strive to meet client needs by preserving current income and assets, minimizing income and transfer tax consequences, and optimizing financial benefit to present and future generations, including routinely addressing matters such as the succession of a family business, asset protection, and philanthropy. Our extensive experience in the law of decedents’ estates, trusts, probate, and taxation enables us to counsel clients on carefully developing, implementing, and administering comprehensive lifetime and testamentary estate and tax planning strategies while balancing personal, wealth accumulation and administrative concerns. We offer our clients comprehensive services necessary for proper estate planning, including:
Standard and Complex Wills
Powers of Attorney
Living Wills with Advanced Directives
Revocable and Irrevocable Trusts – whether Standard or Complex
Charitable Gifts and Foundations
Brennan Law Firm, PLLC, works with clients to ensure that their estate plans remain vital and reflect their current situation. Life-changing events such as divorce, the birth of a child or grandchild, or review of an estate plan every three to five years may require changes to be made in the plan.
Estate Administration services are also offered by Brennan Law Firm, PLLC. We are diligent in protecting the client’s estate or trust by making sure that the wishes of the client are executed and that all assets are identified, collected, and appropriately distributed. We value the estate at the time of death, ensure that the Will is fairly and quickly probated, and inform creditors and handle any disputes, as well as make the arrangements for state and federal taxes to be paid.