Estate Planning - Wills and Trusts

Planning your journey

All you need is the plan, the road map, and the courage to press on to your destination.Earl Nightingale

The greatest of journeys begin with a well thought out road map. Burke & Casserly, P.C., can help you map your course on the road toward a solid estate plan. A well crafted estate plan can ensure that your wealth is distributed according to your wishes, both during your lifetime or after your death. The goal of any estate plan is to achieve your objectives while limiting tax liability, complications, time, and expense. A comprehensive plan can provide a precise map in the event of not only death, but incapacity as well.

Whether your goal is to avoid taxes, preserve assets, avoid probate, or provide a seamless transition of wealth from one generation to the next, we can guide you through and implement the estate planning techniques and documents needed to achieve your goals.

In doing so, we will provide you with peace of mind knowing that your affairs are in order, your wishes reflected, and your legacy will pass as you desire.

Frequent estate planning documents and services include:

  • Review of existing estate planning documents with recommendations for modifications if needed
  • Preparation and execution of Last Will and Testament
  • Recommend, draft and facilitate execution of variety of Trusts, including Revocable (Living) Trusts, Irrevocable Trusts, Long Term Care Planning and Asset Protection Trusts (Medicaid qualifying trusts), Supplemental or Special Needs Trusts, Irrevocable Life Insurance Trusts, Tax Planning Trusts
  • Power of Attorney
  • Living Will
  • Health Care Proxy
  • Spousal protection documents, including prenuptial and post nuptial agreements and Waivers of the Right of Election, when applicable
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