With decades of combined experience in the intricate field of estate planning, the legal team at Gertz & Rosen is uniquely equipped to guide you through the critical process of securing your legacy. Our comprehensive approach sets us apart from our competitors and ensures that your assets and interests are protected.
Estate planning is not just about wealth—it’s about protecting what matters most. A well-designed estate plan can give your family direction regarding your healthcare wishes if you are unable to express yourself and provide for the care and guardianship of minor children, among many other things. If you pass without a will, distributing your assets may be handled by the court in a process known as probate. By designating power of attorney, naming beneficiaries, and establishing medical directives, you ensure that your wishes are respected and your loved ones are safeguarded.
Understanding the fundamental differences between wills and trusts is essential in estate planning. A will outlines your wishes after your death, including who inherits your assets. A trust, on the other hand, can help some assets bypass probate, providing more privacy and potentially expediting asset distribution. Both tools offer unique benefits, and our team at Gertz & Rosen can help you determine the most beneficial strategy for your specific needs.
The legal process for resolving a deceased person’s assets and debts is known as probate. During probate, an estate executor or administrator will be responsible for safeguarding the deceased person’s assets, identifying heirs and distributing property to them, collecting on debts owed to the estate and paying obligations like taxes, as well as carrying out any other instructions from the probate court. Our firm assists with estate administration and probate matters, working with the executor or administrator to ensure that the probate process is properly managed.
Life is constantly changing, and so should your estate plan. Significant life events like marriage, divorce, or retirement can alter your estate planning needs. Regular reviews ensure that your plan accurately reflects your current situation and wishes.
As a diverse team of attorneys covering various areas of practice, Gertz & Rosen is uniquely well-suited to handle complex estate planning issues. Our extensive experience includes assisting clients with blended families, high-net-worth estates, and assets in other states. Our real estate and business law attorneys can assist business owners with business planning or executing an exit strategy to carry their business well into the future. We provide personalized, comprehensive solutions that consider every aspect of your unique circumstances.
At Gertz & Rosen, we are committed to guiding you through the complexities of estate planning, probate, and family law matters. Our team’s professionalism, depth of knowledge, and dedication to client service make us a trusted partner in securing your legacy. Contact us today to begin your journey toward greater peace of mind.
By uniting attorneys of varying practice backgrounds into a single team, our firm can provide a range of professional services.
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