Estate Planning

Every individual wants to understand and control his or her financial situation. Estate planning is an important step in achieving that goal. Estate planning is a process by which individuals protect and preserve assets for themselves and their chosen beneficiaries, and transfer those assets, either during life or upon death, in accordance with predetermined goals. Through innovative and sophisticated planning we solve problems and attain the objectives for our clients and their beneficiaries. We also recognize the important part that planning for federal and state tax plays in this process and assist our clients to develop sound and innovative methods to reduce those taxes.

Probate and Trust Administration

We help individuals and financial institutions administer trusts and estates both immediately after death and during any long term trust administration. We also have significant experience in the preparation of estate tax returns and in representing our clients before the Internal Revenue Service.

The lawyers at Jill M. Metz & Associates will evaluate your assets, liabilities and wishes in order to create a customized estate plan that meets your specific needs using the appropriate legal tools, including:

• Wills that transfer your property to selected beneficiaries upon your death
• Powers of attorney that appoint someone to manage your property and sign legal papers for you if you become incapacitated
• Powers of attorney to give authority to the person you want to make medical decisions on your behalf
• Trusts that provide for the care of minors or disabled persons, minimize taxes or protect against creditors
• Strategies to avoid probate that transfer property at death — insurance, gifts, joint ownership of property, bank accounts
• The ability of your loved ones to contact our office to assist with the administration or probate if needed to ensure the appropriate transfer of your assets to your beneficiaries upon your death

However, there is more to estate planning than the aforementioned services. We ensure that each client’s long-range plans are addressed with his or her unique needs in mind, whether the needs are simple or highly complex. We provide advice on estate planning techniques that can be used not only upon death but also during your lifetime to enable property to pass to your intended beneficiaries in the most tax-efficient manner possible.

Advance preparation is very important as, without a plan, the state dictates who gets your property, who will be the administrator of your estate, who will be guardian of your children if your child’s other legal parent has already died and who will be your guardian if you are disabled.

It is no longer enough to simply prepare for death through traditional estate planning. Death and taxes are guaranteed and require you to at least have an estate plan. However, with increasing rates of dementia and other chronic illnesses, disability planning has become equally important. A good estate plan should consider both the inevitability of death, the possibility of disability, and should make the subsequent management of your financial and personal affairs easy for your loved ones.

We understand that every family differs, economic cycles change and the risks associated will vary. However, our clients’ priority remains the same: growing and protecting their wealth. Our goal is to help you achieve yours, to preserve your wealth for you and your family.

We will work with you to discuss your concerns and what you want to achieve, finding a solution that fits your particular circumstance. We will guide you through the process of putting in place everything that you need.

We understand that every family differs, economic cycles change and the risks associated will vary. However, our clients’ priority remains the same: growing and protecting their wealth. Our goal is to help you achieve yours, to preserve your wealth for you and your family.

We will work with you to discuss your concerns and what you want to achieve, finding a solution that fits your particular circumstance. We will guide you through the process of putting in place everything that you need.

Since 1996, Rollingsons Solicitors Ltd has offered comprehensive services to clients in and out of London in Wills, probate and all aspects of inheritance planning and tax mitigation. Our practice encompasses all aspects of planning for the future, including Lasting Powers of Attorney and protecting assets later in life from the cost of care. We have the experience and expertise to manage large estates and solve complex legal problems, including those that are international in scope.

We help clients plan for the future through the use of:

• Wills
• Trusts
• Lasting powers of attorney
• Living wills
• Other estate planning tools

As a specialist legal team within a full-service London firm, our goals are to help you preserve your wealth and minimise the impact of taxation. We can also put powers of attorney in place so that your wishes will be carried out should you be able to make decisions regarding your care and your financial affairs generally.

Proper planning of an estate can significantly reduce estate taxes and can help ensure the smooth and timely distribution of assets. Allow the estate administration and planning attorneys at GREENFIELD STEIN & SENIOR, LLP, to help you reach your goals through:

• Wills
• Trusts and living trusts
• Revocable and irrevocable trusts
• Gift and estate tax planning
• Charitable giving
• Generation skipping transfers

We use our extensive estate administration and litigation experience to provide efficient and strategic services relating to estate administration and trust administration.

Zeeshan S. Baig is a member of the Ontario Bar. He obtained his law degree with honours in 2012. After law school, Zeeshan articled with a boutique litigation law firm . He went on to start his own firm in 2015, and then worked at a large law firm focusing on wills, probate and business law before going back to private practice through his own firm in 2017.

Born in Edmonton and raised in Hamilton, Ontario, Zeeshan has a diverse background in law, and is experienced in assessing legal issues. He brings a resolution-based approach to every project he works on and is skilled at addressing his clients’ needs with custom long term solutions. Outside of the office, Zeeshan enjoys spending time exploring Toronto with his wife when they’re not trying to figure out what to watch on Netflix.

Lassie is a probate lawyer in New Jersey. She can assist you with all your estate planning & probate needs.

Over the years, Ms. Rand has acted as an executrix, an administratrix and as an administratrix pendente lite for a number of estates so she is very familiar with the work involved in obtaining Grants administering estates and the issues that may arise in the process.

Not all applications are straightforward and Ms. Rand has assisted clients in making applications for Cessate Grants, Administration debonis non Grants, Grants of Probate of a copy of a will, and Grants limited to only certain portions of an estate.

Although located in the Metro Vancouver area, Ms. Rand has been able to assist clients throughout British Columbia as well as Hawaii, California, Washington State, United Kingdom and Germany, in obtaining Ancillary Grants of Probate and Administration – and in having Grants resealed by the Supreme Court of British Columbia.