Proper planning is essential to make sure assets will be distributed according to our clients’ wishes. Our estate planning attorneys can help evaluate assets while creating a plan to minimize estate taxes and ensure proper disbursement at the appropriate time. We understand each circumstance is different and no estate is created the same. We work hand-in-hand with our clients to fully understand the entirety of the estate, allowing us to design solutions for the specific needs of each estate.

With the assistance of other tax experts, we can lead clients through the complicated tax implications that accompany estate planning. Our legal team can assist with the key-operative tool in the estate plan, whether a will or a trust (one created during the lifetime of a client and performs the same function as a will). These documents, when completed soundly, provide for the guided disposition of an estate. Stephen D. Lentz & Associates also can ensure that a will or trust interrelates with life insurance policies, retirement-plan proceeds and assets owned in the form of a joint tenants with rights of survivorship. Our attorneys develop a close working relationship with all integral parties including accountants, life insurance agents and financial planners to guarantee that a strategic approach is taken in the process of planning our clients’ estates.

Whatever the diversity and complexity of your desired disposition of your estate, Stephen D. Lentz & Associates has the attorneys to protect your assets with strategic and educated planning.

Specifically, Stephen D. Lentz & Associates can assist with:

  • Appointing a gaurdian
  • Capitalizing on the gift tax annual exclusion rule
  • Creating a living will
  • Creating various types of trusts
  • Designating an executor or personal representative
  • Designating a trustee
  • Establishing a healthcare power of attorney
  • Giving authority to an individual as power of attorney
  • Reducing estate taxes
  • Taking advantage of the unified credit

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