Estate Planning
The attorneys at Kotz Sangster Wysocki P.C. provide an in-depth approach to a client's estate planning needs. Our approach is to meet with the client to understand their goals and their family to design an estate plan that meets their needs in today’s economic environment. We will spend time educating the client to determine which estate planning options provide them and their family with the best options, taking into account both income and estate taxes along with the distribution goals. Our team has significant teaching experience along with the practical knowledge to prepare a comprehensive estate plan for every client, regardless of their net worth.
Estate Planning is an area of the law which affects not just the client but also the client's family. The impact of the constantly changing tax laws and the economy require periodic reviews to determine if an estate plan still meets a client's needs. We work as a comprehensive team with your existing accountant, insurance agent and financial planners to provide ongoing advice to each client.
We take great pride in our work and accomplishments. Sometimes it is saving a family millions of dollars by proper estate and tax planning and other times it is providing a method for someone to financially support a charity after their death. Wealth in estate planning is always relative. Each client, no matter the size of their estate, needs to determine what options best meet their family’s needs. Our approach allows clients to solve their problems, understand that there may be more than one solution and implement the documents necessary to achieve their goals. Let us help you.
Each of the headings on the right will provide you with additional information for each topic. Feel free to read the material at your leisure and contact us with any questions you may have.
