For some families, the complexities of their wealth or business interests require more than the basics to ensure a smooth transition of wealth and business roles to the next generation, minimizing taxes and conflict.
The estate planning attorneys at MGD Law can help you with:
Intra-Family Wealth Transfers and Management to reduce taxes and accommodate wealth transfer goals
Planning for Funding Education for Children and Grandchildren
Special Needs Trust planning
Planning for #nextgen family wealth education, transfer, succession issues
Marital Agreements to protect pre-marital or inherited wealth, or to coordinate a productive conversation about financial expectations and rights in a second marriage to ensure fairness to blended families
Business Continuation Planning
Choice of estate, trust and tax law advice for individuals who may reside in more than one state of residence
International aspects of estate planning for individuals who have beneficiaries who reside abroad or other non-U.S. interests and property.
Working with an estate planning attorney is an investment, but our goal is to create value, while aiming for simplicity and transparency with our fee structure. While our FAQ page is under construction, please contact us to answer any questions you may have.