Estate Planning

The paramount objective with every estate plan is to insure that the assets held by an individual at the time of death are conveyed in a manner consistent with his or her wishes. Since taxes imposed on an estate at death can exceed 70% of an individuals net worth, it is also important to engage in the appropriate level of tax planning. Attorney Jaconetta has an advanced law degree in taxation, and all of the firm's attorneys have several years of experience drafting estate plans that maximize the use of available credits and deductions, and minimize the impact of taxes applicable to decedents' estates. At the same time, the firm is committed to avoiding unnecessary complications, and assisting clients so that they understand the process and feel a sense of comfort knowing that their estates are in order.
The firm's estate planning practice includes everything from simple wills, living wills and powers of attorney, to family business succession planning. The practice also encompasses family limited partnerships and limited liability companies, and a broad range of trust arrangements such as living revocable trusts, marital trusts, credit shelter or by-pass trusts, irrevocable life insurance trusts, charitable remainder trusts, qualified personal residence trusts, and grantor retained annuity trusts.

• To learn more about Basic Estate Planning - click here.
• To learn more about Advanced Estate Planning - click here.
• Do you need an estate plan? Complete our Estate Planning Questionnaire.
• Recent legislation affords new opportunities to save for your child's or other beneficiary's education. Click here to learn about Education Savings Plans.
• Own a business? Click here to learn about Business Succession Planning opportunities available to business owners.
• Philanthropy can be both rewarding and play an important role in your estate plan. To learn about Charitable Giving - click here.
• Learn how Recent Legislation has affected your estate plan.