Mills & Mills LLP: Toronto Wills & Estate Planning
At Mills & Mills LLP, we believe in forming lasting relationships. In a city filled with capable lawyers and law firms, our clients choose us because we provide legal advice that focuses on the long term. Many of our clients have been with us for decades, forming close professional relationships with lawyers they can turn to time and again for trusted advice. Our lawyers and staff stay with us because of their dedication to our firm, our shared values, and our commitment to the highest standards of the practice of law in serving our clients.
A comprehensive estate plan is essential in order to ensure that our clients’ loved ones, assets and business interests are protected in the event of death or incapacity. Mills & Mills LLP has over 130 years of experience in estate planning and we work with our clients to customize a plan that achieves each client’s specific goals.
Our commitment to individualized, professional service assures our clients that their interests are protected, and as a result generations of clients have come to us to serve their estate-planning needs. For four generations, we have been planning estates, and in some cases, can even trace back current clients to relationships established by our founders.
Because we provide continuity of service by maintaining one primary lawyer as our clients’ legal needs evolve, our lawyers develop detailed knowledge and appreciation of their clients’ personal and business interests. As a result, our lawyers are in a unique position to anticipate the needs of our clients, and to work with them to craft an estate plan that properly satisfies those needs. We also advise our clients on the most effective ways to arrange their personal finances and other assets in the present. This allows us to design an estate plan that will best protect those assets and provide the most benefit to their loved ones in the future.
Our Estates Group advises clients on how to most effectively arrange their affairs to avoid ambiguity, unnecessary probate taxes, and litigation.
Where the planning or administration of an estate will benefit from expertise in other areas of the law, our estate lawyers have the support of the other lawyers in our firm as well as access to accountants and other professionals if necessary.
Cross-Border Estate Planning
We are also able to provide advice and assistance with respect to multi-jurisdictional estate planning. This service is ideal for clients who have cross-border interests that require protection, or estate matters that require administration. Mills & Mills LLP is proud to be a member of the International Lawyers Group, which grants us access to a global network of professionals, whom we know and trust to assist in circumstances where the benefit of local counsel is required.
The Wills and estates services we offer include:
- Multiple Wills to avoid or minimize probate tax
- Mirror Wills for spouses
- Trust planning
- Special-needs planning
- Charitable giving
- Retirement planning
- Business succession planning
- Estate-related real estate planning
- Incapacity planning
Probate & Estate Planning Attorneys
Dana Law Group is an elite estate planning, trust administration, and probate law firm that serves individuals and families throughout Arizona. We have experienced estate planning and probate lawyers in Chandler, Scottsdale, Mesa, Phoenix, Sun City, Sedona, Avondale, Payson, Tucson, and Prescott. We create custom, personalized legal solutions that are closely tailored to your specific objectives and insure that your hard-earned assets are not subject to time delay or expense of probate court proceedings.
We additionally provide legal plans that insure that your loved-ones are protected and your wishes are carried out even in your absence. We do this by becoming familiar with your overall goals and objectives. One of our experienced estate planning attorneys can walk you through the process of customizing and designing an estate plan that captures your wishes. It is our goal to make your experience at the law firm a personalized one.
We seek to utilize cutting-edge, full-service estate planning combining common strategies that may include Revocable Living Trusts, Last Will and Testaments, Durable Financial Powers of Attorney, Living Wills, and Health Care Powers of Attorney. We can also help with administering an estate or a trust after the passing of a loved one. Navigating the process of probate or administering a Trust can be overwhelming. However, our law firm can provide assistance that makes the process easy and understandable in the most efficient way as possible.
Custom Designed for You & Your Family
At Dana Law Group, we understand that estate planning is a personal matter. The term “family” is a modern term and it can mean various things to different individuals. From the traditional family to the non-traditional family, with children or without children (biological, step-children, or adopted children), not all families fall under the cookie-cutter classification that the law seeks to cover or protect.
As such, creating a custom estate plan with an experienced estate planning attorney can be one of the most important things you do for your loved ones. At Dana Law Group, we will take the time to listen to your specific objectives and make sure that your family will be protected regardless whether your loved-ones fall within the traditional definition of family.
Delivering Experience, Strategy & Personal Service
We have over 50 years of combined estate planning experience at the firm and collectively we have created and administered hundreds of estate plans. Whether if you need a new trust, changes to a will, or are experiencing probate, you can rely on our personal approach and experience. Many have seen us grow from an original law office in Mesa to later expand to Scottsdale. We now cover the entire state to make it convenient for our clients to visit us in person, and meet with our experienced team.
We have encountered the unique circumstances that exist with people who come from a modest backgrounds to the ultra-wealthy (and everyone in-between). Although we haven’t encountered every situation, it is rare that we have not encountered a situation that is at least similar in some way or another to something we have done in the past. We understand that experience matters when creating legal solutions and we make sure that we stay current with cutting edge strategies used in Arizona and throughout the United States to make sure your personal affairs are in order and your loved ones are protected.
We Have Over 100 Years of Experience Handling Probate, Trust and Guardianship Litigation
Our dedicated legal team can help you in a variety of situations related to probate, estate and and trusts; our focus is helping individuals in litigation related to the following areas:
- Breach of Fiduciary Duty
- Citations to Recover and Discover Assets
- Decedent’s Estate Litigation
- Elder Law
- Elder Abuse, Neglect & Exploitation
- Lack of Mental Capacity
- Removal of Executors, Trustees and Agents under Power of Attorney
- Theft, Improper Withdrawals and Mismanagement
- Total Return Trusts
- Trust Contests
- Trust Construction, Interpretation and Reformation
- Will Contests
- Will Construction, Interpretation and Reformation
How Can We Help You?
- Are you or your family dealing with a dispute over the interpretation of a will?
- As there another beneficiary, such as a charity, who is mentioned in the will and now you are facing a dispute over the distribution of assets?
- Have you recently started a family, or added to your family and want to protect their future?
- Have you recently lost a family member and need to close their accounts, distribute their assets to beneficiaries or sell their property?
- Does your family disagree about the management of the family business?
- Are you suspecting financial abuse, physical abuse, or neglect of a senior?
- Do you have a family member who has been diagnosed with dementia or Alzheimer’s disease and needs a guardian?
- Is your child with special needs turning 18?
Practice Areas
- Probate, Trust, and Guardianship Litigation
- Administration of Estates, Trusts, and Guardianships
- Estate Planning
- Alzheimer’s Disease Planning
- Elder Law
- Asset Protection
- Special Needs Planning
- Corporate Law, including Small and Family Business Planning
- Nursing Home Abuse/Neglect
About Hayes & Wilson PPLC
Hayes & Wilson PLLC is made of a team of Attorneys and legal-field professionals who bring a broad spectrum of knowledge and experience together to comprehensively serve our clients in the Greater Houston Metropolitan Area. We pair our Attorneys with our Paralegals on a per-case basis to bring the most appropriate combination of skills, talent, and understanding to each client’s unique situation.
Areas of Practice
The areas of practice encompassed by Hayes & Wilson PLLC’s services include but are not limited to:
- Estate Planning
- Probate
- Guardianship
- Elder Law (Care Management, Medicaid, VA Benefits)
- Special Needs Trusts
- Trusts
Planning for the Future
Our counsel includes matters pertaining to not only the present, but the future. We encourage our Greater Houston community to plan ahead. Our Attorneys help our clients develop a plan tailored to ensure their wishes are carried out. This includes but is not limited to:
- Wills
- Trusts
- Powers of Attorney
- Advance Directives
Dealing with the Present
We understand that making decisions regarding your and your loved ones’ well-being is sometimes overwhelming, particularly when time is of the essence. Our team approaches each of our clients with compassion, navigating them through the sometimes confusing, sometimes complicated legal processes that surround life-changing events such as:
- Death of a Parent or Guardian
- Provisions for a Special Needs Child or Adult
- A Loved-One’s Loss of Mental Soundness
- Guardianship Abuse
- Onset of a Disability
The Keystone Law Group, P.C.
Taking meaningful action for people involved in probate disputes requires a unique skill set. It calls for practical know-how in actions involving complex, specialized areas of the law, as well as the ability to provide strategic guidance in sensitive situations that often involve family conflict.
At Keystone Law Group, P.C., we have used creative thinking and carefully crafted legal actions to protect people’s interests in trust, estate, and conservatorship administration and any necessary litigation. We are a team of well-trained attorneys that deliver these services, always with a clear focus on achieving each client’s goals most efficiently. Our firm’s work has helped hundreds of clients resolve probate disputes effectively using a full range of remedies allowed by law.
Keystone Law Group, P.C. focuses exclusively in probate, trust and estate litigation and administration, and prides itself on providing specialized, efficient and effective legal advocacy in this area of the law. As a boutique firm, Keystone caters to each client’s unique needs and interests, but as one of the largest probate practices in California, Keystone can and has handled complex probate matters throughout the state.
Keystone’s attorneys not only stay current with the evolving laws, rules and procedures in this area of the law, but they have been invited to speak for attorneys, CPAs and other professionals on probate litigation and administration.
As one of the distinguished probate firms in California, Keystone has earned the respect of clients, attorneys and judges in the community for its dedicated and aggressive representation of its clients’ rights. The firm’s clients include trustees, executors, administrators, beneficiaries, heirs, creditors, guardians and conservators in all matters related to probate, trusts and estates.
With offices in Los Angeles and San Francisco, Keystone serves clients throughout Southern and Northern California, including Los Angeles, San Francisco, Alameda, Marin, Orange, Ventura and San Bernardino counties.
Probate, Estate, Will Contest & Elder Law Firm In NYC, Brooklyn, Bronx, Queens, Staten Island & Manhattan
At Mishiyeva Law, our main concern is making sure you get what is rightfully due to you. Our goal is to ensure that every client gets the best individualized attention and legal representation that is due under our legal system in the area of Probate, Estate Planning and Estate Litigation. We are not just another other law firm looking to bill you as often as possible. We have your best interests at heart. Having the right estate lawyer is crucial for any estate matter.
We represent beneficiaries, administrators, executors, trustees, partnerships, individuals, and other entities in probate proceedings, will contests, actions for breach of fiduciary duties, accountings, and petitions for partition of real property. We pride ourselves in delivering quality service to clients through cost-effective and progressive problem-solving. We value our clients’ time and money, which is why they can always expect us to provide straightforward and pragmatic advice.
Our mission is to operate at all times with integrity, transparency, and unwavering ethical standards. We work laterally with our clients every step of the way to ensure their needs are being met with the utmost of professionalism and respect. We place a strong emphasis on close client relationships, providing around-the-clock advice and support. We represent clients dealing with estate matters all over New York City, including New York County (Manhattan), Kings County (Brooklyn), Bronx County, Queens County, Richmond County (Staten Island), and Suffolk & Nassau County in Long Island.
Estate Planning, Probate, and Surrogate Court Representation
It has become clear that the number one way to avoid the many disputes that our law firm has seen throughout the probate process is through proper estate planning. To summarize what estate planning is, it is the process in which you indicate how you want your affairs to be handled at the time of death and how your personal and real property is to be distributed among loved ones. You map out an exact plan as to how your property should be transferred. As your NY estate planning law firm, our goal is to save your estate money – from court fees to estate tax. Our clients typically ask the following questions when they visit our office:
- What is estate Planning?
- Who are the people involved in an estate plan?
- How much does it cost to make an estate plan?
- What are the important factors in making an estate plan?
- Does my estate need planning?
From drafting wills to trusts, we examine your personal situation and determine what is the best estate planning instrument available to protect your assets from unnecessary costs. We take into account all possible court fees, taxes (including federal and state), potential will contests and creditor claims. Whatever your situation may be, contact us so we may guide you towards the most important decision you will ever make not only for yourself but for your family as well.
Kamilla Mishiyeva, the founder of Mishiyeva Law, PLLC., assists executors and administrators settle the estate of their loved ones through efficient probate and administration proceedings. She takes satisfaction in taking a watchdog role when aiding beneficiaries in maintaining control and keeping their guard up to ensure that the executors and administrators are closing out the estate properly and without any unwarranted delay. Serving our local communities is a key goal of ours.
Contact us today with your estate matter.
Cassidy Nearing Berryman is a progressive law firm located in downtown Halifax with branch offices in Porter’s Lake and Sheet Harbour.The partners practised together as young lawyers beginning in 1982 and then formed Cassidy Nearing Berryman in 1994.
Cassidy Nearing Berryman responds quickly to client needs, offering top-quality legal advice at reasonable rates on matters of condominium law, real estate transactions, corporate/commercial issues, together with wills and estate planning.
At Cassidy Nearing Berryman, a proven record of success keeps long-standing clients with our firm, and this experience brings new enquiries to our law offices in Halifax, Porters Lake, and Sheet Harbour. Our commitment to each client never wavers as we work toward meeting their goals together.
Each member of the team within Cassidy Nearing Berryman is respected in both the legal community and the communities in which they live and work.
Our Legal Team
Patrick Cassidy Q.C., B.COMM, LLB, M.T.S., A.C.C.I., F.C.C.I.
Patrick Cassidy specialized in the area of Condominium Law since 1982. He acts for most of the condominium corporations in Nova Scotia as well as developers of condominium and fractional projects throughout Atlantic Canada.Pat is a frequent writer for various publications and a lecturer and teacher for several institutions across Canada and America.Pat is an elected member to Bar Council for the Nova Scotia Barristers Society and an elected member of the National Board of the Canada Bar Association. A Past President of both the Nova Scotia Chapter and the National Board of the Canadian Condominium Institute, Pat is currently the Co-Chair of the Steering Committee for the National Association of Condominium Managers.
William E. Nearing BSc, LLB
William Nearing received his law degree from Dalhousie Law School in 1981 after completing his BSc with honours in chemistry. His areas of concentration include real property, corporate/commercial, wills and estates, and probate.Bill has operated a successful satellite office in Porter’s Lake for over 30 years. Bill is a member of the Nova Scotia Barrister’s Society, the Real Estate Lawyers Association of Nova Scotia and the Canadian Bar Association.
Craig Berryman BA, LLB
Craig Berryman has been practising law since 1987. His practice is concentrated in property conveyancing and development, Estate Planning and Probate. With an office in Sheet Harbour and Halifax he has significant experience with both rural and urban property issues.An avid soccer fan and former player, Craig now coaches and chauffeurs his children to their games.Craig is a member of the NSBS and a board member of the Lawyers’ Assistance Program.
Devon Cassidy, B.S.c, L.L.B, L.L.M
Devon Cassidy attended Mount Alison University as an undergraduate, where she graduated with a Bachelor of Science in Psychology. She completed her Bachelors of Law at the University of the West of England, Bristol Law School and her Masters of Law at Trinity College Dublin focusing on International Business Law. Devon began Articling at Cassidy Nearing Berryman in 2013. She was called to the Nova Scotia Bar in 2015. Devon is practising in the areas of Real Estate, Condominium, Wills and Estates, Corporate and Family law.Devon is also a member of the part-time Faculty at Dalhousie Law School.
Niall Burke, L.L.B, B.L.
Niall Burke completed his Bachelors of Law at the University of the West of England, Bristol Law School. He began Articling at Cassidy Nearing Berryman in 2013. He was called to the Nova Scotia Bar in 2015. Niall is practising in the areas of Real Estate, Condominium, Wills and Estates, Corporate and Criminal law.Niall is also a member of the part-time Faculty at Dalhousie Law School.
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.
Gone are the days when responsible and competent private client solicitors will make simple wills for high net worth individuals without very careful discussion.
These days a solicitor’s duty of care in the preparation of a will for a client extends both to the client, and to heirs and successors, and indeed any third parties who may have claims on his or her estate.
Most families are also more complicated than in the past, with second marriages, co-habitation arrangements, relationships of dependancy, children from previous relationships, and problems of incapacity, duress and undue influence all making the advisors job more complicated.
The makeup of estates is also less straightforward than has been the case in the past. A death may trigger the transfer of property in a number of different ways. Some assets can be directly willed, while others pass by survivorship. Some insured benefits may pass to the executors of the will, while others may be dealt with outside the estate in trusts or by nomination. Family capital available for the benefit of the succeeding generation may need to be managed in a number of different ways. Very often, the identity of the managers (executors or trustees) will be crucial to smooth succession.
Taxation advice is also critical, as substantial amounts of tax can be saved with careful planning. However, detailed knowledge of the interaction between trust law and the rules relating to capital taxation is needed for this process.
Because no two estates or families are the same, the advice will vary in each case. Good advice cannot be provided without intimate knowledge of the personalities involved, and the assets in play.
Winckworth Sherwood advises on:
- meeting you and understanding your circumstances and financial arrangements
- ascertaining your wishes and intentions
- evaluating assets and interests
- inheritance tax assessment
- advising on lifetime giving and the capital taxation consequences
- drafting wills, letters of wishes and trusts
- dealing with the administration of estates
- providing for the administration of trusts
- income tax advice and compliance where necessary
- use of Winckworth & Pemberton Nominees Limited, our investment management company
- advising on agency, capacity, attorneyship issues
- life insurance
- disputes involving wills and estates
Gone are the days when responsible and competent private client solicitors will make simple wills for high net worth individuals without very careful discussion.
These days a solicitor’s duty of care in the preparation of a will for a client extends both to the client, and to heirs and successors, and indeed any third parties who may have claims on his or her estate.
Most families are also more complicated than in the past, with second marriages, co-habitation arrangements, relationships of dependancy, children from previous relationships, and problems of incapacity, duress and undue influence all making the advisors job more complicated.
The makeup of estates is also less straightforward than has been the case in the past. A death may trigger the transfer of property in a number of different ways. Some assets can be directly willed, while others pass by survivorship. Some insured benefits may pass to the executors of the will, while others may be dealt with outside the estate in trusts or by nomination. Family capital available for the benefit of the succeeding generation may need to be managed in a number of different ways. Very often, the identity of the managers (executors or trustees) will be crucial to smooth succession.
Taxation advice is also critical, as substantial amounts of tax can be saved with careful planning. However, detailed knowledge of the interaction between trust law and the rules relating to capital taxation is needed for this process.
Because no two estates or families are the same, the advice will vary in each case. Good advice cannot be provided without intimate knowledge of the personalities involved, and the assets in play.
Winckworth Sherwood advises on:
- meeting you and understanding your circumstances and financial arrangements
- ascertaining your wishes and intentions
- evaluating assets and interests
- inheritance tax assessment
- advising on lifetime giving and the capital taxation consequences
- drafting wills, letters of wishes and trusts
- dealing with the administration of estates
- providing for the administration of trusts
- income tax advice and compliance where necessary
- use of Winckworth & Pemberton Nominees Limited, our investment management company
- advising on agency, capacity, attorneyship issues
- life insurance
- disputes involving wills and estates
Gone are the days when responsible and competent private client solicitors will make simple wills for high net worth individuals without very careful discussion.
These days a solicitor’s duty of care in the preparation of a will for a client extends both to the client, and to heirs and successors, and indeed any third parties who may have claims on his or her estate.
Most families are also more complicated than in the past, with second marriages, co-habitation arrangements, relationships of dependancy, children from previous relationships, and problems of incapacity, duress and undue influence all making the advisors job more complicated.
The makeup of estates is also less straightforward than has been the case in the past. A death may trigger the transfer of property in a number of different ways. Some assets can be directly willed, while others pass by survivorship. Some insured benefits may pass to the executors of the will, while others may be dealt with outside the estate in trusts or by nomination. Family capital available for the benefit of the succeeding generation may need to be managed in a number of different ways. Very often, the identity of the managers (executors or trustees) will be crucial to smooth succession.
Taxation advice is also critical, as substantial amounts of tax can be saved with careful planning. However, detailed knowledge of the interaction between trust law and the rules relating to capital taxation is needed for this process.
Because no two estates or families are the same, the advice will vary in each case. Good advice cannot be provided without intimate knowledge of the personalities involved, and the assets in play.
Winckworth Sherwood advises on:
- meeting you and understanding your circumstances and financial arrangements
- ascertaining your wishes and intentions
- evaluating assets and interests
- inheritance tax assessment
- advising on lifetime giving and the capital taxation consequences
- drafting wills, letters of wishes and trusts
- dealing with the administration of estates
- providing for the administration of trusts
- income tax advice and compliance where necessary
- use of Winckworth & Pemberton Nominees Limited, our investment management company
- advising on agency, capacity, attorneyship issues
- life insurance
- disputes involving wills and estates
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.
Make Sure Your Loved Ones Are Taken Care Of.
You care deeply about your loved ones and want to make sure they are taken care of upon your death. If you are like a lot of people, you know you should take the time to do a will or a living trust, but never quite get around to it. You are too busy, you expect it will take too much time and will be too expensive–so you just keep putting it off.
John Donahue wants to help you.
Completing a quality California estate plan customized for you by a California state bar licensed attorney to meet your exact goals and needs, does not have to be that difficult. “My personal goal is to help you finally get it completed to protect your family, to give you peace of mind …”.
John Donahue can come to you.
Over the years 4 of 5 clients would forget key documents at home or office and we’d have to reschedule. .”Most of my clients appreciate my coming to them where any documents we might need are more easily accessible.” It recent years it has become the norm of my practice to travel to my clients home, office, or meet them at their corner Starbucks where, if need be, they can then make a quick dash home for that missing document while I continue cataloging their initial data —thus making the entire estate planning process easier than ever. …
Make Sure Your Loved Ones Are Taken Care Of.
You care deeply about your loved ones and want to make sure they are taken care of upon your death. If you are like a lot of people, you know you should take the time to do a will or a living trust, but never quite get around to it. You are too busy, you expect it will take too much time and will be too expensive–so you just keep putting it off.
John Donahue wants to help you.
Completing a quality California estate plan customized for you by a California state bar licensed attorney to meet your exact goals and needs, does not have to be that difficult. “My personal goal is to help you finally get it completed to protect your family, to give you peace of mind …”.
John Donahue can come to you.
Over the years 4 of 5 clients would forget key documents at home or office and we’d have to reschedule. .”Most of my clients appreciate my coming to them where any documents we might need are more easily accessible.” It recent years it has become the norm of my practice to travel to my clients home, office, or meet them at their corner Starbucks where, if need be, they can then make a quick dash home for that missing document while I continue cataloging their initial data —thus making the entire estate planning process easier than ever. …
Make Sure Your Loved Ones Are Taken Care Of.
You care deeply about your loved ones and want to make sure they are taken care of upon your death. If you are like a lot of people, you know you should take the time to do a will or a living trust, but never quite get around to it. You are too busy, you expect it will take too much time and will be too expensive–so you just keep putting it off.
John Donahue wants to help you.
Completing a quality California estate plan customized for you by a California state bar licensed attorney to meet your exact goals and needs, does not have to be that difficult. “My personal goal is to help you finally get it completed to protect your family, to give you peace of mind …”.
John Donahue can come to you.
Over the years 4 of 5 clients would forget key documents at home or office and we’d have to reschedule. .”Most of my clients appreciate my coming to them where any documents we might need are more easily accessible.” It recent years it has become the norm of my practice to travel to my clients home, office, or meet them at their corner Starbucks where, if need be, they can then make a quick dash home for that missing document while I continue cataloging their initial data —thus making the entire estate planning process easier than ever. …
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.