Estate Planning & Elder Law
Developing and implementing an estate plan geared to individual needs and expectations can often be complex to execute. At Davis, Agnor, Rapaport & Skalny, LLC, our estate planning attorneys provide individualized, responsive legal services and advice to individuals, couples, and families, helping them to develop and implement estate plans that will meet their unique situations. Before any plan of action is developed or suggested, we take the time to listen and understand each client’s circumstances. This gives us the ability to suggest just the right approaches for our clients, helping them develop estate plans that reflect their wishes concerning the distribution of their estates upon their deaths.
Of equal importance is the estate plan’s ability to meet the needs of beneficiaries, while preserving the estate from unnecessary taxation and costs associated with estate administration. We also help clients sift through the estate planning tools needed to protect their interests during any period of disability or upon death. These tools include wills, powers of attorney, advance medical directives, revocable living trusts, family limited partnerships, and irrevocable and special needs trusts.
At DARS, we also emphasize creative legal strategies for protecting family wealth from creditors’ claims and will challenges. When appropriate, our estate planning attorneys work closely with our business law and real estate attorneys in designing and documenting practical strategies for transferring family business and real estate to future generations. We can also help a family develop charitable giving strategies that will address a family’s charitable wishes, while, at the same time, help preserve the estate. Finally, we are prepared to help our clients plan for their long-term care needs, including long-term care insurance, assisted living facilities and nursing homes.
Estate planning is often a family affair, as it should be. A client’s legacy is more than just the money or assets that are passed to the next generation. It includes the bundle of values that each person has provided to his or her children and grandchildren over a lifetime. When we work with clients to develop an estate plan, we encourage those clients to involve their family in developing charitable goals, creating distribution arrangements that will truly benefit the intended beneficiaries, and instituting strategies for dealing disability or health care issues, among a host of other similar types of issues.