Estate Planning & Trusts

 

Levin & Atwood creates integrated and individualized plans for each of our estate planning clients. Our attorneys regularly draft wills, powers of attorney, medical powers of attorney, directive to physicians, and trusts. Our attorneys work closely with your CPA and your financial planner in assessing the tax ramifications of your estate plan. It is very important that you have a will drafted for you and that you keep your estate documents current, evaluating them every five years for changes or when a major event occurs in your life, such as divorce, marriage, or having children.

A trust is an agreement under which money or other assets are held and managed by one person for the benefit of another. Different types of trusts may be created to accomplish specific goals. Each kind may vary in the degree of flexibility and control it offers.

The common benefits that trust arrangements offer include:
• Providing personal and financial safeguards for family and other beneficiaries;
• Postponing or avoiding unnecessary taxes;
• Establishing a means of controlling or administering property; and
• Meeting other social or commercial goals.

Let Levin & Atwood’s attorneys assist you with retaining your family’s assets and protecting your estate:

Stuart Ian Levin
Karen Taylor
Ashley Atwood
John H. Atwood