Wright & Batchelor, LLP is a boutique law firm specializing in estate planning and administration, and tax. We will help you craft a plan specific to your own situation, to achieve your objectives in the most tax-efficient manner.
Perhaps the single most important thing you can do for yourself and your loved ones is to put in place a solid plan for what you want to happen in the event of your incapacity or death. Nobody likes to think about such possibilities, but absent good planning a court will determine who is to make legal, financial, and medical decisions for you in the event of your incapacity, and state law will determine where your assets go upon your death. Without a good estate plan, your wishes cannot be carried out, disputes are more likely, and taxes may be higher.