Estate & Wealth Planning

Protect Your Estate, No Matter How Complex

Estate planning is a broad term, encompassing not just the disposition of assets at death, but gifting strategies, trusts to protect your life insurance, health care documents such as HIPAA authorizations and health care proxies, and more. These can make planning an estate seem overwhelmingly complex.

At Smith & Grant LLP, we frequently work with complicated estates and high net worth individuals, making us a logical choice to handle your estate.

We Create Plans That Work

Because our team brings more than 75 years of combined experience to our firm, we understand not only the simple things about estate planning, but also the complex elements as well. These can include things like:

  • Naming an alternate to each role. Primary beneficiaries, trustees and executors are a common concern, but it is also important to name a layer of backups as a contingency plan.
  • The flexibility of the documents. Estate documents must be clear enough to withstand challenges, but flexible enough to adapt to changing circumstances like tax laws.
  • Shielding your children from difficulties that can stem from receiving an inheritance. Every parent wants to ensure that their family is provided for, but there are ways to do that so that both the beneficiaries and the inheritance are protected.

There are many tools our attorneys use to help our clients achieve their goals with regard to estate planning: power of attorneys, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), life insurance trusts, defective grantor trusts, children's trusts and more, which are all parts of creating a comprehensive wealth planning strategy.

Call Today To Speak With A Lawyer

It is never too early to develop an estate plan. To discuss your situation with a member of our team, call our office at 203-661-1110, or send us an email through our online form. We would be pleased to speak with you.