What you need to know about federal – and state – estate taxes.
Family members show their dedication to each other by planning for the future. At Berren Law we take pride in helping clients chart a secure path to a bright future for their spouses, partners, children and families. Whether you’re 25, 45 or 75, the best time to make a plan is now. Start today and you’ll have the best available choices for transferring wealth efficiently while minimizing taxes and maximizing peace of mind for you and your family.
Perhaps even more important than transferring assets is your designation of guardians for children and your decisions about healthcare directives and proxies. Yes, these issues are complicated, and your choices are deeply personal. That’s why we ask you to sit down with us and educate us about your family as well as your finances. Together we’ll map out a comprehensive plan to serve the people you care about most.
• Preparation of wills and trusts
• Designation of beneficiaries
• Financial powers of attorney
• Designation of guardians
• Living wills and healthcare powers of attorney
• Special needs trusts
• Tax planning
• Charitable planning
