Estate Planning

Many people avoid proper Estate Planning because they do not like to think about their own mortality. However, Estate Planning is about ensuring a better future for loved ones. No matter what the size or complexity of your estate, making sure your assets are protected and distributed properly takes careful planning.

There are many businesses claiming to be estate planning professionals who sell trusts, Wills, living trusts and other estate planning documents without the involvement or oversight of a qualified, experienced attorney. Oftentimes, these documents and the advice that comes with them can result in problems, mostly in the form of expensive litigation and an estate administration mess for your loved ones.

At Schanker and Hochberg, we have the experience and expertise to help you make and implement a plan that carries out your wishes regarding your loved ones and your property, and in doing so, provide you with the peace of mind and comfort of knowing that your assets will be preserved for your heirs.

We provide a full range of Estate Planning services, including:

  • Preparing Wills
  • Establishing Trusts, including:
    • Revocable Trusts or Irrevocable Trusts
    • Charitable Trusts
    • Irrevocable Life Insurance Trusts
  • Preparing Durable Powers of Attorney
  • Probate Administration
  • Trust Administration
  • Planning for Retirement Assets
  • Preparing Advance Medical Directives, including Living Wills and Health Care
  • Surrogate Designations
  • Business Succession Planning
  • Transfer of Wealth Between Generations
  • Estate and Gift Tax Planning
  • Incapacity Planning and Guardianship
  • Fiduciary Representation
  • Consultation With Charities for Planned Giving Programs
  • Continuing Education Courses for CPAs
  • Lecturing Before Lay and Professional Groups
  • Consultative Services for Financial Institutions