Estate Planning and Administration

You’ve worked hard to acquire what you have. Don’t put it at risk.

Estate planning is vital to ensure that your family will be provided for.

Your estate — regardless of its size — should be distributed fairly to the beneficiaries you intended.

With the right estate documents, you can better prevent arguments among your loved ones, ease confusion and frustration, and reduce or eliminate legal fees and court costs that could be necessary to settle your estate without the proper documents.

Our experienced estate planning attorneys can help you ensure that your loved ones are cared for, your assets are protected, your future finances are secure and your legacy is preserved.

Trusts

Both living and testamentary trusts are legal documents that can be vital to a well-designed estate plan. A trust allows a third party to manage your assets. You appoint this person or entity, known as the trustee, to administer your estate as you have outlined. A trust can protect privacy, minimize estate taxes and avoid probate. Trusts are not only for the wealthy. They can be a valuable addition to anyone’s estate plan.

Special Needs Trusts

The Reisman Carolla Gran & Zuba team is devoted to helping those with special needs and ensuring those needs are met throughout their lives. If you have a loved one with special needs, it’s important that you take action to make sure their future is secure.

Special needs trusts allow an individual with a disability, even as an adult, to receive the funds and property you intended for him while still allowing him to receive important government benefits. Let us help you set up a special needs trust to help your loved one live the fullest life possible.

Wills

Everyone over the age of 18 should have a will. A will is a legal document in which you give instruction about how your want your assets to be distributed. If you die without a will, your assets might go to those you do not intend. No matter the size of your estate, without this guidance, settling your estate can leave your loved ones confused, frustrated and potentially without financial security.

Estate Administration

RCGZ is ready to step in to provide you with supportive, clear guidance through the unfamiliar process of estate administration, removing some of the burden of navigating unchartered terrain while grieving a loved one. If you have been named Executor of a will or Administrator of an estate, or if you have questions about handling the estate of a family member who has passed, we are here to help you with contacting beneficiaries, identifying and paying debts, and valuing, selling, and ultimately, distributing assets.

Ready to Begin?

If you are ready to begin the estate planning process and protect your assets and your loved ones, contact our experienced estate attorneys today.