Fromberg Edelstein Fromberg guides clients through the development of planning solutions that build strong foundations for lifetime and post-death planning. These solutions help our clients plan for the distribution of their property and other assets while avoiding unnecessary state and federal taxes such as income, inheritance, estate, gift, and transfer taxes to which estates and trusts may be subject. These strategies also shield our clients’ assets from future claims by creditors.
During this introductory phase of estate planning, our attorneys assist clients in creating a will with an optional revocable trust. We customize these documents to address clients’ anticipated needs as well as their personal estate planning goals. Our attorneys also draft medical directives (including living wills) to protect clients’ wishes at a time of disability or incapacity. In addition, we guide clients through the often difficult process of selecting appropriate financial and medical agents. Fromberg Edelstein Fromberg also offers counsel in the selection of beneficiaries for life insurance policies, retirement accounts and other assets as well as the most appropriate method of holding title to various assets.
To ensure their estate plans remain current and relevant, we encourage our clients to meet with us periodically to review and update their estate planning documents. Throughout the entire process, our attorneys remain sensitive to clients’ personal values and religious beliefs as they relate to difficult end-of-life planning.
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