Estate Planning

No matter how significant your assets may be, without an estate plan, you forfeit control of how they will be distributed upon your death. Michael C. Levy understands your issues. He works with you to provide innovative solutions in support of your financial, business and personal goals through a broad range of estate planning services including preparation of wills, trusts, irrevocable trusts, family limited partnerships, asset protection planning, succession planning and charitable giving techniques.

Take a moment and stop to think about your specific circumstances. If you want to control your assets and not relinquish the decision-making to the government, you need an estate plan. Review the following list and ask yourself if any of these circumstances apply to you:

• Family with minor children
• Family with a special needs relative
• People concerned with disability and incapacity
• People with current health issues or a family history of health issues
• Family with children from multiple marriages
• Non-traditional family
• Same sex couples
• Professionals in areas with malpractice exposure
• Small and family business owners
• People with assets greater than the federal or their state’s estate tax exemption
• People who wish to gift property during their lifetimes
• People with charitable and philanthropic giving goals and causes

In all likelihood, one or more of them applies to you or a member of your family. Take charge and preserve what is yours. Leading you through the process, Michael will customize an estate plan to fit your specific needs during your lifetime and for future generations.