We get it: Nobody wants to contemplate his or her own mortality. And you may even feel that, in the context of death, questions about who gets which of your assets seem trivial. That might explain why numerous recent studies have found that only between 35% and 45% of Americans have a will.
But the fact is your loved ones will have to address those questions when you’re gone. And by executing a will and signing a couple other basic documents you can save them loads of aggravation and unnecessary expense — and grant them the ability to focus on their loss.
So to make this relatively painless, we’ll break it down into ten steps.
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Estate Planning Practice
Estate planning is concerned with the use, conservation and disposition of a person’s property and wealth. The Marsalese Law Group offers expert advice in the areas of estate planning and trust administration. Our estate planning experience is sought by closely held businesses, families and individuals. Entrepreneurs frequently retain our services to coordinate personal, business and estate planning and deal with financial issues in ways that benefit both the family and the business.
The Marsalese Law Group has an active and sophisticated trusts and estates expertise in the handling of all types of estate planning matters, with emphasis on last wills and testaments, revocable and irrevocable trusts, life insurance trusts, special needs trusts, qualified personal residence trusts, family limited partnerships, durable powers of attorney, advance medical directives, and other related estate planning documents.
The Marsalese Law Group also advises clients on other common planning matters include lifetime gift programs, charitable split interest trusts, off-shore trusts, private foundations, grantor retained annuity trusts, generation-skipping transfer tax planning, and life insurance planning, including irrevocable life insurance trusts and split dollar arrangements.
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