Estate Planning services include the preparation of wills, revocable living trusts, trusts for tax planning–including charitable trusts and private foundations–health care proxies and living wills, powers of attorney, and gift and estate tax analysis. At Cioffi • Slezak • Wildgrube, P.C. we work with our clients toward a goal of comprehensive estate planning and careful analysis of estate tax considerations. For the client without a taxable estate, it is our objective to see that the client’s wishes are carried out in the most cost-effective, expedient manner possible. Estate planning is the method by which we, together with our client, plan for the successful transfer of assets on death, after a careful analysis of their goals, a review of their assets and their tree and their unique circumstances. Each estate plan is as individual as the client because no one has exactly the same issues or concerns.
Additionally, we view our role as educators, as well as attorneys, for if our clients don’t fully understand the choices available to them, they will be unable to make the right decisions for themselves and for their families.
