Estate Planning - Resources

Introduction to Estate Planning

At Feniger, Uliasz & Stacey, PLLC, we understand that planning for the future is more than just a legal task; it's a way to ensure peace of mind for both you and your loved ones. With decades of experience in New Hampshire and Massachusetts, our firm offers personalized estate planning services tailored to meet the unique needs of each client. From will drafting to business succession planning, our goal is to devise a comprehensive plan that safeguards your interests.

Essential Elements of Estate Planning

Will Drafting

Creating a will is the cornerstone of effective estate planning. It allows you to specify how your assets should be distributed upon your passing. Our attorneys are skilled in crafting wills that clearly articulate your wishes and help avoid potential disputes among heirs.

Trust Creation

Trusts offer a versatile way to manage your assets, providing benefits such as avoiding probate and minimizing estate taxes. Whether you need a revocable living trust for flexibility or an irrevocable trust for asset protection, we can guide you through the complexities of trust creation.

Property Distribution

Effective estate planning ensures that your property is distributed according to your wishes. We help clients navigate the legalities of asset transfer, whether it involves straightforward bequests or the intricate details of transferring business ownership.

Tax Considerations

Understanding the impact of estate and gift taxes is crucial. Our team stays abreast of the latest tax laws to help minimize the tax burden on your estate and your heirs, ensuring that more of your assets pass on to your loved ones.

Asset Protection

Asset protection strategies are integral to safeguarding your wealth from potential claims and creditors. We employ legal tools like trusts and ownership structures to protect your assets while ensuring compliance with state and federal laws.

Healthcare Directives

Advance healthcare directives, including living wills and healthcare proxies, allow you to make crucial decisions about your healthcare in the event you're unable to communicate. Our attorneys can help you draft documents that reflect your healthcare preferences.

Power of Attorney

Establishing a power of attorney is a proactive step in estate planning. It entrusts a trusted individual with the authority to make financial or health decisions on your behalf, should you become incapacitated.

Guardianship Designation

For parents and guardians, nominating a guardian for minor children is a critical aspect of estate planning. We help clients ensure that their children will be cared for by someone they trust, in the manner they prefer.

Estate Administration

Estate administration involves the execution of your estate plan after your passing. Our team provides compassionate and efficient legal guidance to executors and trustees, ensuring that your estate is settled according to your wishes.

Probate Process

The probate process can be daunting, but our attorneys are here to navigate you through it. We aim to make probate as smooth as possible, assisting with court filings, asset distribution, and any disputes that may arise.

Charitable Giving

Incorporating charitable giving into your estate plan can help leave a lasting legacy. We advise clients on the most effective ways to make charitable donations, including setting up charitable trusts or designating charities as beneficiaries.

Business Succession Planning

For business owners, succession planning is crucial to ensure the continuity of your business after your retirement or passing. Our firm specializes in creating succession plans that address ownership transfer, leadership roles, and the financial implications of the transition.

Conclusion

At Feniger, Uliasz & Stacey, PLLC, we believe that informed and thoughtful estate planning is the key to securing your legacy and providing for your loved ones. With our experienced team by your side, you can navigate the complexities of estate planning with confidence. Contact us today to discuss how we can help you achieve your estate planning goals.

Additional Resources:

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