The generational transfer of wealth, particularly from the baby boom generation, raises many important and procedural issues that must be dealt with proactively or, if appropriate steps have unfortunately not been taken, after the fact. The failure to act and to plan for generational transfers and end of life issues can often lead to personal, family, corporate and income tax related difficulties. Planning for and dealing with end of life issues, the disposition of assets, the management of family distributions and corporate succession is intensely personal, can be highly stressful and is fraught with pitfalls.
Maria Holman leads the Wills and Estates practice. Maria has vast experience, outstanding proficiency, and most importantly, discretion and judgment, to assist you in planning strategies to facilitate the transfer of wealth and manage health care and business decisions.
We can help you with Wills, Trusts, Powers of Attorney, Living Wills, Representation Agreements, charitable and tax-effective giving, estate administration and other effective succession planning.
Contact Mark Braeder for additional information.