|
|
 |
Estate Planning,
Trusts & Estates
The Estate Planning, Trusts and Estates
Team at Rohde Dales LLP is ready to assist you with the planning of your
estate regardless of its size or complexity. Our goal is to help you
protect yourself, your loved ones and your estate through careful planning
that addresses your unique personal, family and business circumstances
and needs. Your plan may include counsel and assistance with issues such
as:
- Living Trusts and Wills
- Estate, Gift, Generation-Skipping and
Income Tax
- Beneficiary Designations for Life
Insurance, Annuities, IRAs and Retirement Plans
- Lifetime Gifts
- Life Insurance Planning
and Life Insurance Trusts
- Business Succession and Transition
Planning
- Marital
Property Agreements and Prenuptial Agreements
- Charitable Foundations and Trusts
- Generation-Skipping and Multi-Generational
Trusts
- Educational Trusts and Minor’s
Trusts
We are also prepared to help you and your family through various life transitions, including advance planning for healthcare and health-related financial matters, planning for retirement, and assistance after the death of a family member or loved one. These issues may include:
- Durable Powers of Attorney
- Powers of Attorney
for Health Care
- Living Wills
- Retirement Planning
- Guardianships for Minors
and Incompetent Individuals
- Nursing Home and Long-Term Care Planning
- Estate
and Trust Administration
- Estate and Trust Disputes and Litigation
|
|
