Estate Planning

Our expertise extends beyond traditional estate planning. We employ advanced tax reduction strategies; devise robust asset protection plans; and coordinate disability and retirement planning to secure your family’s financial future. Whether you’re planning to transfer wealth to loved ones or contribute to charitable causes, Taft attorneys ensure that every detail is carefully addressed to achieve your goals. With a comprehensive approach, Taft offers a broad range of services tailored to meet your unique needs:

 

Tax Planning: We analyze estate, gift, generation-skipping transfer, and income tax issues to develop tax-efficient strategies that maximize the value of your estate.

Business Succession Planning: We assist closely held business owners in planning for the future, ensuring a smooth transition of ownership and management.

Special Needs Planning: We create trusts specifically designed to provide for the long-term care and financial security of family members with special needs.

Second Marriage Planning: We help blended families navigate the complexities of estate planning to ensure fair and equitable distribution of assets.

Asset Protection: We implement strategies to shield your assets from potential creditors and lawsuits, preserving your hard-earned wealth for future generations.

Charitable Planning: We help you support causes close to your heart through the creation of charitable trusts and foundations, allowing you to leave a lasting legacy.

Estate Administration and Probate: Our team guides executors and trustees through the complex probate process, ensuring the efficient settlement of estates and trusts.

Fiduciary Compliance and Trust Administration: We assist trustees and executors in fulfilling their fiduciary duties, ensuring compliance with applicable laws and regulations.

Digital Asset Planning: In today’s digital age, we help clients address the unique challenges associated with managing and transferring digital assets.

Taft attorneys are recognized leaders in the field of estate planning, actively participating in professional organizations, and honored in prestigious publications like The Best Lawyers in America. We are committed to staying at the forefront of estate planning trends and developments, ensuring that our clients receive the most current and effective advice.

Whether you are just beginning to explore estate planning or need to update an existing plan, Taft’s Estate Planning attorneys are here to guide you every step of the way. Visit our Estate Planning team page to learn more about our experienced attorneys and how we can assist you in protecting your legacy and securing your family’s future.