Gardner Law’s estate planning attorneys advise and assist clients in preparing for the future and preserving their legacy. Our experienced estate planning attorneys utilize legal planning to protect your most valuable assets, financial and family. Our attorneys counsel clients from all walks of life. We assist clients in complex planning utilizing gifting strategies, trusts, and family limited partnerships to minimize estate and gift taxes.
No estate is too small to engage in estate planning, as many of the necessities of an estate planning do not pertain to wealth management. Estate planning includes making many important decisions, such as naming a guardian for minor children in the event both parents are deceased, giving a trusted family member a power of attorney to manage your finances should the need for assistance arise, and explaining your wishes for life-sustaining treatment should the unfortunate need arise.
Our Practice Includes:
- Basic Estate Planning
- Special Needs Planning
- Family Wealth Transfer Planning
- International Estate Planning
- Business Succession Planning
- Preparation of Gift and Estate Tax Returns
- Retirement Account Planning
Our Attorneys recommend the following documents for every client:
- Last Will and Testament
- Statutory Durable Power of Attorney
- Medical Power of Attorney
- Advance Directive to Physicians (Living Will)
- HIPAA Release
- Declaration of Guardian for Self
- Declaration of Guardian for Minor Children (if applicable)
If needed, our Attorneys may recommend additional documents such as:
- Revocable Living Trust
- Supplemental Needs Trusts
- Pet Trust
- Irrevocable Trust
- Family Limited Partnership
- Pre-nuptial and Post-nuptial Agreements
- Cohabitation Agreement
- Appointment of an Agent to Dispose of Remains
- Anatomical Gift Refusal