Estate & Gift Planning

Estate and Gift Planning involves the creation of estate plans to preserve and transfer wealth while avoiding unnecessary taxes and probate.

With wealth comes the responsibility to manage it. You have worked hard to attain success, and it only makes sense to plan for preserving and transferring wealth according to your wishes, while minimizing taxes inherent in that transfer. 

At the most basic level, your plan should include a Will and Trust to ensure the transfer of assets without the expense and complications of probate. Beyond this, clients value Finkel Whitefield Feldman because our attorneys use advanced strategies that comply with the law and provide a means to distribute wealth during your lifetime at reduced tax costs. Our experience allows us to develop solutions that are as unique as the people we serve.

As always, we encourage our clients to be proactive in their estate planning. Life is full of unexpected events and changes can come much sooner than we anticipate. Through timely action, our Firm can eliminate the worry that a lack of planning brings, and help you and your heirs benefit from the tax advantages of a well-developed estate plan. To the extent necessary, we also represent our clients in estate administration, probate proceedings and estate litigation.