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ESTATE PLANNING
WORKSHEET
(PDF)
Our estate planning practice
services both the small and the large client, from
wills and powers of attorney to advanced asset
protection planning. Attorneys in our estate
planning department hold advanced degrees such as an
LL.M. in Taxation from NYU University, the top tax
program in the country as well as Certified Wealth
Preservation Planner and Certified Asset Protection
Planner designations, allowing access to a support
network that consists of the top advisors and most
sophisticated material.
Our approach to all clients is to create customized
plans that fit the particular family structure.
Often, even smaller estates will have complex family
issues that arise for a number of reasons,
particularly in step-families. Proper planning can
save a great deal of time, effort, and money and can
even help preserve family unity after the death of a
loved one by giving clear instructions. Our firm
prides itself on giving clients plenty of
individualized attention, rather than simply filling
out forms.
For our more sophisticated estates, we use a team
approach to work with your financial planners and
CPAs to encourage more complete asset protection. We
create a variety of structures including family
limited liability companies and foreign asset
protection trusts.
Many firms claim to be able to do a “simple will,”
however it is important to choose a law firm that
will provide the best and most complete solution, as
later litigation will be far more costly than proper
planning, even in the smallest of estates.
Furthermore, it is important to choose a firm with
the resources to handle a variety of assets and
family circumstances. We also have an active probate
department to guide your loved ones in handling your
estate.
To make an appointment please contact our Estate
Planning and Probate paralegal, Ginny Martin at
770-382-8900 or email her at
vgm@perrottalaw.com.
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