Understandably, the topic of estate planning often makes people a little uncomfortable, even though most individuals understand the importance of planning a secure financial future for themselves and their families. As specialists in estate planning, we appreciate the deeply personal nature of the decisions involved. We understand that there is no such thing as a “standard” estate plan, and we are dedicated to helping you create a plan that meets your personal goals.
Buckley Law assists clients in navigating the often complex road of estate planning by encouraging its clients to adopt a “life plan”. The life plan approach includes a clear but flexible map that anticipates changes in personal health, taxation, business succession, philanthropic goals, and the ultimate disposition of wealth. Our practice deals with all kinds of assets, from stocks and bonds, to real estate, pensions and trusts. The services we provide range from simple wills and advance directives to complex plans for individuals of high net worth.
In preparing your estate plan, our attorneys will work closely with your accountant, insurance broker, and investment advisor to ensure the end result addresses all your needs. We also draw on the resources and expertise of our business, employment, real estate, and family law attorneys to help deal with changes that may necessitate modifications to your estate plan.
In all cases, our goal is to help you feel comfortable with the process; while creating a plan that helps you preserve your wealth, minimize taxes, and provide a secure financial future for you and your loved ones.
Our frequently requested services include:
- Advance directives
- Business succession planning
- Charitable and lifetime gifting
- Conservatorships, formation and administration
- Estate and gift taxation
- Estate planning and administration
- Family trusts
- Generation-skipping issues
- Guardianships, formation and administration
- Life insurance trusts
- Living trusts
- Pet trusts
- Powers of attorney
- Post-mortem tax planning
- Probates of estates
- Special needs trusts
- Tax planning
- Trust planning and administration
- Valuation of assets