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Estate Planning

While there is truth in the age-old adage that death and taxes are the two certainties of life, planning for what happens after you’re gone need not be a difficult process.

Whether your Estate is large or small, simple or complicated, it is important to have a clear and effective plan for the efficient transfer of your assets at the time of your passing. At Pollio Law Group, we break down the Estate Planning process to make it as pragmatically simple and emotionally easy for your loved ones, allowing both you and them peace of mind.

At the time of passing, we ensure that the distribution goals are fulfilled, and we minimize – if not eliminate – the payment of estate taxes. There are a variety of documents that we use in order to secure and protect the assets in your Estate. These “Controlling Documents” include: Last Will & Testament, Trusts, Power of Attorney and Health Care Proxy. Please review PLG’s Estate Planning Primer to better understand the different aspects of Estate Planning. Our attorneys are highly experienced in this area and can tailor an Estate Plan to meet your individual needs.  One example of how we avoid estate taxes is by utilizing Discount Gifting Techniques.

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