Wealth-Tax-Sensitive Estate Planning

Creating an estate plan requires strategic planning to address your unique needs. Whether you are interested in wills, trusts, asset ownership structures, asset protection, powers of attorney, or business succession planning, our firm will devise an estate plan tailored for your personal and financial objectives. At Monarch Wealth Attorneys, we focus on our clients’ individual estate planning needs and use best-practice strategies combined with our experience to protect the financial, personal and business interests of our clients.

Our firm assists a broad range of individuals with the estate planning process, but we have significant expertise in planning for larger estates that have significant exposure to the estate tax. Monarch Wealth Attorneys use established approaches and creative strategies to effectively secure the future of your estate, your health care, and your business. Please contact us for an initial consultation and evaluation.

A properly designed estate plan will, at a minimum: (i) protect your assets, your person, and your business from a possible future disability; (ii) protect your assets from liability during and after your life; (iii) distribute your assets tax efficiently at your death; and (iv) ensure that assets left to young beneficiaries are left inside of a structure such as a trust that will provide management and protection of these assets for your beneficiaries.

We understand the importance of discretion in estate planning and will always handle your matter accordingly. As our clients, you can trust that we will provide you with the information you need and help you explore all of your options and possible alternatives in the estate planning process. When we begin, we will take the time to understand your unique needs and future goals or objectives and create an estate plan that accomplishes these wishes.

Our lawyers will assist you in planning for disability and providing agents to protect your welfare should you become disabled using:

  • a financial power of attorney to enable the agent of your choice to manage your assets and financial needs; and
  • a health care power of attorney to enable the agent of your choice to make decisions regarding your care should you become incapacitated.

We have extensive experience in planning for the future of your assets while you are alive and your estate after you are deceased. You may wonder:

  • What steps can you take to protect your assets from liability during your life?
  • How can you put mechanisms in place to reduce your future taxable estate?
  • How should your assets be distributed?
  • Who will run your business?
  • What are the tax implications associated with your business?
  • How will your children be cared for?
  • Should any property/assets designated for the children or your dependents be put into a trust?
  • Do you own NFA Title II weapons that should be held in a gun trust?
  • Is a Pet Trust appropriate to protect your animal companions?

Our legal team will review your unique case to create an estate plan that addresses your needs should you become incapacitated as well as a plan for your family and your estate after you are deceased. We are experienced in the creation of wills and trusts such as an irrevocable trusts, revocable trusts, and special needs trusts. To protect you in the event of incapacity, we can also assist you in the creation of durable powers of attorney and medical directives.