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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.

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