Estate planning can be as simple or as complex as the needs of the client dictate. At Curnalia Law, LLC, we do not take a one-size-fits-all approach to estate planning. Instead, we tailor each estate plan to the client. Each estate plan generally includes a Will, Financial Power of Attorney, Medical Power of Attorney, Living Will and Personal Property Memorandum. From there, we can incorporate any number of additional trusts, marital agreements or contracts to formulate the estate plan necessary for the individual or family.
Our expertise in business helps us to draft estate plans that incorporate the needs unique to business owners. Business assets are often overlooked, but a true estate plan is not complete until the business owners know that both their family and their business are taken care of.
Prior to drafting any documents we will work with you to find out exactly what you need from your estate plan. We are well-versed in the ever-changing tax laws and can guide you through the decision-making process. We can discuss ways to minimize taxes and effectuate property transfers to minimize the burden on your loved ones.
Just some of the estate planning services that Curnalia Law, LLC is proud to offer:
- Last Will and Testament
- Financial Powers of Attorney
- Medical Powers of Attorney
- Living Wills
- Revocable Living Trusts
- Irrevocable Trusts
- Special Needs Planning and Special Needs Trusts
- Lifetime Gifting
- Generation Skipping Transfer Tax Planning
- Inclusion of Company Buy/Sell Agreements
- Family Limited Partnerships
- Marital Agreements