Representation for All Your Estate Planning Needs
Contrary to popular belief, estate planning is not just for the elderly. It is necessary to have an estate plan in place to ensure that your assets are distributed according to your wishes after you die. The experienced attorneys at Steier & McCormick, LLC can help. Our lawyers routinely assist clients with the preservation and disposition of personal property and business assets. We aim to:
- Develop estate plans that achieve the client's goals for distributing assets, including prenuptial planning, charitable planning, business succession planning, and asset protection planning; and
- Minimize tax obligations through gifting, estate planning, and post-mortem strategies.
We help clients make informed choices with respect to a variety of personal issues that include the following:
- Transferring assets during life or upon death;
- Using trust, partnerships, and other devices to hold, preserve, and dispose of assets;
- Charitable gifting;
- Reducing or eliminating the state gift taxes;
- Analyzing life insurance needs and products;
- Selecting guardians, executors and trustees;
- Planning for business succession; and
- Preserving and protecting family residences and open land.
At Steier & McCormick, LLC, everything we do is based on your goals and ideas. We handle a wide variety of estate planning and probate issues for clients throughout Connecticut, including the following:
- Durable powers of attorney
- Health care powers of attorney
- Advance directives
- Revocable trusts
- Credit shelter trusts
- Tax planning
- Irrevocable life insurance trusts
- Qualified residence trusts
- Grantor retained annuity trusts
Our experienced attorneys will make recommendations as to how your assets are held in order to ensure that your estate planning objectives are met. We will assist you in leaving a plan in place to make the payment of debts and distribution of your assets more efficient. If your assets are below a certain level, we may be able to simplify the process by doing an affidavit in lieu of probate. We will review all of your documents with you to make sure you understand what you are signing. When you work with us, you will always receive an honest assessment of your situation and understand your options.
Click here to find out what happens to your property if you do not have a will. To avoid property passing at your death perhaps to unintended beneficiaries, but in accordance with your state's laws of intestacy, you should have your will and beneficiary designations reviewed to confirm that they are valid and up-to-date. Our attorneys would be pleased to help you with this process.
Contact us today for a free initial consultation with one of our knowledgeable attorneys.