ESTATE PLANNING
At D’Alessio Law, we stress the importance that everyone should have an estate plan and not allow for the default laws of your State to dictate the distribution of your assets at death. We advise clients on all aspects of estate planning and break our process down into two phases. Phase One is the fact-finding process in which we meet with our clients to better understand their specific goals and wishes. Thereafter, we are able to prepare a uniquely tailored and customized estate plan aimed at providing our clients with peace of mind that all difficult decisions have been addressed.
Phase Two commences after the execution of your customized estate planning documents. We work with our clients to ensure the proper titling and beneficiary designations coincide with the newly implemented estate plan.
Through both Phases of the estate planning process, we utilize a collaborative approach with our clients other trusted advisors such as accountants, investment advisors, and financial planners, to ensure our most appropriate estate plan to achieve our clients’ goals and wishes. Since effective estate planning is an essential and ongoing process, we regularly meet with our clients to addresses changes in their family business and financial circumstances in conjunction with the then current tax code and other laws.
Our estate planning services often include:
Last Will and Testaments (“Wills”)
Revocable Trusts
Advance Directives
Medical Power of Attorney
Financial Power of Attorney
Irrevocable Life Insurance Trusts
Minor’s Power of Attorney
Trust for Minor Children
Special Needs Trusts
