Attorney Gregory Cabo represents clients with their estate planing needs, including wills, trusts, special needs trusts, revocable and irrevocable trusts, durable power of attorney and advance health care directives (living wills), and related property law, corporations law and contract law issues.
Estate planning is much more than preparing a last will and testament and a living trust or other “simple form” which are often peddled by “document preparers” who are not attorneys. Complete estate planning encompasses placing all of a person’s financial affairs in order to plan for the future and after their death. The goal of estate planning is to ensure that your wishes regarding your property and family are honored, while maximizing your enjoyment of your estate during your lifetime and planning for your beneficiaries after death.
Other than just preparing estate planning documents such as a will and trust, appropriate planning may include structuring a family owned and managed business for succession with buy sale agreements, transferring real and personal property to avoid taxes and probate, drafting community property agreements, transmutation agreements, or other documents related to marriage or divorce, planning for incapacity by preparing a durable power of attorney and an advanced health care directive, or planning to minimize federal and state estate taxes. In addition, estate planning may include providing for minor children, providing for beneficiaries with special needs, or for family members facing creditor problems, substance abuse, marital obligations or other unique situations. Attorney Gregory Cabo will evaluate your personal and financial situation and address each of your objectives in preparing your estate plan.
Whether you have a relatively few assets or have a considerable estate that requires sophisticated estate and tax planning, your estate planning should start now.