We Develop Estate Plans That Reflect Your Life And Your Loved Ones
Although many people understand the importance of creating an estate plan, statistics show more than half of adults in the U.S. do not have one in place. An estate plan that includes, at minimum, a will, designation of financial power of attorney and comprehensive health care directives is essential.
If you have worked hard and accumulated any amount of assets, it only makes sense to protect them and make sure they pass to your loved ones in the manner you choose.
We Keep Things Simple And Effective
At Markus & Sheridan, LLP, we help our clients cut through the complexities of estate planning and accomplish their objectives. Our clients have a broad range of net worth and require a diverse mix of estate planning instruments.
We will take the time to carefully evaluate your financial situation, discuss your objectives and review your options. Our experience allows us to address a wide range of estate planning needs, including:
- Drafting wills
- Powers of attorney
- Advance health care directives
- Living trusts
- Special needs trusts
- Intestate succession
- Wills contests and estate litigation
Schedule Your Initial Consultation
An estate plan is a gift to those you love. Call us or use our contact form to schedule a meeting. We will review your situation, answer your questions and recommend an effective course of action.
If you have an estate plan that has not been reviewed in more than five years, it is wise to enlist legal assistance to make sure it still achieves your objectives. We can help.