Estate Planning Services
Estate planning is a highly personal process of creating, and then maintaining, arrangements for managing your assets during your lifetime and disposing of them at death. Your estate plan must be designed to meet both your needs and the needs of your family members, with minimal disruption to the personal and financial well-being of those involved. The estate planning process can also, at times, be an emotional endeavor.
At Stuart B. Ratner, P.C., we draft individualized wills and trusts which are tailored to our clients’ unique personal needs and which minimize income, estate, gift, and generation-skipping transfer taxes. In addition to more basic planning techniques, we are frequently called up to provide creative solutions when dealing with our clients’ concerns for asset protection, business succession, charitable giving, noncitizen spouse planning, and caring for disabled family members. In the process, we work closely with our clients’ financial planners and trust officers to ensure a coordinated approach to our clients’ goals.