An estate plan is important for everyone regardless of your age, or the size and complexity of your estate.

Photo of a family of three generations laying in the grass in a row smiling at the camera

An estate plan can help you appoint family members and other loved ones to receive your property after your death. It will also ensure that your property will be transferred to those you have identified as quickly and easily as possible. Your plan can also name the person or persons that you want to care for your children while they are minors.Estate plans can also help you minimize the amount of taxes that will need to be paid after your death. In certain circumstances, an estate plan can avoid the time and costs associated with the probate process by utilizing estate planning devices like revocable living trusts. Other estate planning documents can dictate the kinds of life-prolonging medical care you wish to receive should you be incapable of making your wishes known.

Understanding the estate plan options that are right for you can be a complex undertaking. When significant events in your life happen such as marriage, divorce, the birth of a child or the purchase of real property, we can help you begin an estate plan or to review your existing estate plan to see if any changes need to be made. The attorneys at Jones Branz & Tarsitano LLP can help you identify your estate planning needs and recognize potential solutions.

The ideal estate plan for you may include:
  • Wills and Testamentary Trusts
  • Special Needs Trusts
  • Charitable Trusts
  • Revocable Trusts
  • Life Insurance Trusts
  • Private Foundations
  • Health Care Powers of Attorney
  • Durable Powers of Attorney
  • Living Wills