Wills & Trusts

Wills & Trusts are an important part of the financial planning process. Many people are familiar with the growing number of online, DIY service providers, which can be a good choice for the most basic needs. However, none are able to provide the level of personal detail that is often required to ensure that your assets are fully protected while you’re living and then passed on seamlessly to your heirs upon death.

Wills and trust are critically important part of one’s overall planning, as they allow you to make financial decisions for your heirs (children, grandchildren, etc.) while they are living. They can also be instrumental for minimizing state and federal government intervention (probate matters), which can include confiscation of the assets of deceased family members.

Estate Planning Attorneys

Because Brian is not a licensed attorney, he does not have the ability to draft legal documents, but he does work with a number of legal specialists whose practices focus on personal wills and trusts. Together, they will help you create and implement tax-saving strategies that are designed to protect and preserve the assets you have worked so hard to obtain.

Estate planning lawyers assist in drafting wills and durable powers of attorney, establishing and administering trusts, creating lifetime gifting strategies, and forming tax-minimization strategies that ensure the distribution of clients’ assets according to their wishes. Products and services include:

  • Asset protection
  • Charitable giving
  • Federal estate tax planning strategies involving Family Limited Partnerships/LLCs
  • Revocable and Irrevocable Trusts
  • Special Needs Trusts
  • Living Wills
  • Durable Powers of Attorney
  • Healthcare Powers of Attorney
  • Will contests
Financial management

Areas of Expertise

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    Securities and Advisory services through Madison Avenue Securities, LLC. Member FINRA/SIPC, and a registered investment advisor. Stewardship Private Wealth Management and Madison Avenue Securities are not affiliated. Elite Insurance Solutions, LLC and Madison Avenue Securities are not affiliated.
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