The hardest thing about wills and estate planning is the stress of putting it off.
If you own anything, you have an estate. No matter how big or small, simple or complex, your estate has value to you and your loved ones. Plan ahead for peace of mind. At Morelli Chertkow, our wills and estates lawyers will gently guide you through the creation of a personal plan that clearly reflects your wishes — to protect and provide for those you love.
Our skilled and compassionate team will tailor your estate plan to your specific needs and distinct circumstances. Many of our clients require sensitive planning to accommodate unusual situations and we do so by drawing on decades of experience.
We’ll also explore best options to mitigate taxes and costs relating to your estate. And while every plan is unique, there are three key estate planning solutions that should always be considered:
Our full suite of services also includes:
To get started, give us a call to make an appointment.
Before we sit down together, take some time to reflect on who and what matters most to you. Make note of all your assets — your home, personal belongings, business interests, investments, bank accounts, insurance policies and sentimental items — to name a few. Think about your family members and the care and protection they would need in your absence. Consider how you hope to plan for them in the long term
and how your estate may be part of that plan.
With your needs in mind and our extensive knowledge of wills and estate planning strategies, together we’ll create an estate plan that will bring you peace of mind.