Weiss Zarett Brofman | Sonnenklar & Levy, P.C. | Attorneys At Law

High Quality Services And Personal Attention

Estate Planning – Protecting Yourself & Those You Care About

At Weiss Zarett we help individuals and families plan for their future by creating customized estate plans to protect themselves, their loved ones and the assets on which they rely. Estate planning general includes issues such as inheritance planning, ensuring your wishes are protected in case of incapacity during your lifetime, and tax mitigation. Our experienced attorneys will guide you through each step, from planning to implementation, now and into the future.

Basic Planning generally includes advance medical directives (Health Care Proxy, Living Will and HlPAA Authorization), a Power of Attorney, Standby Guardianship for Minor Children, and a Last Will & Testament.  In many cases, trusts are also used to achieve planning objectives such as asset protection for descendants and minors, probate avoidance and tax mitigation. We offer a full range of estate planning services plans tailored to your unique needs

Why Estate Planning Matters

Estate planning  looks holistically at your goals and ensures your wishes are followed, your loved ones are cared for properly, and your legacy is preserved. A well-structured estate plan can:

  • Ensure that your assets are distributed to who you want the way you want
  • Provide for minor children or family members with special needs during your incapacity and after your death
  • Appoint trusted individuals to made medical and financial decisions for you if you are incapacitated
  • Appoint trusted individuals
  • Avoid extensive and costly probate delays for your family
  • Minimize estate taxes