Practice Area: Estate Planning
Malofsky & Schwartz counsels individuals on how to manage and protect their assets, minimize their tax burden and preserve their wealth for both their needs and those of future generations. We work closely with our clients, their accountants, insurance agents, financial advisors and other professionals to ensure the full coordination and successful implementation of their estate plans.
Estate Planning is a broad and complex field. Malofsky & Schwartz has the expertise you need in so many areas including:
- Wills
- Trusts
- Testamentary Trusts
- Revocable Trusts
- Minors Trusts
- Life Insurance Trusts
- Charitable Trusts
- Supplemental Needs Trusts
- Health Care Proxies
- Powers of Attorney
- Deeds
- Declarations of Homestead
- Charitable Planning and Giving
- Guardianships and Conservatorships
- Business Succession Planning
Malofsky & Schwartz has a great appreciation and respect for the legal challenges facing our clients. We have an unwavering commitment to excellence, as well as the depth of knowledge and business expertise, to handle all of your Estate Planning needs.