Estate Planning | Probate

Under the leadership of shareholder Cary Jennings, Broude, Smith, Jennings, McGlinchey & Fitzgerald, P.C. provides comprehensive estate planning services to individuals and families, from simple wills and trusts to advanced tax-saving strategies. We also represent fiduciaries in settling estates and managing trusts and handle legal disputes arising from probate administration.

Basic Estate Planning. Every individual or family, regardless of net worth, should have a plan for future contingencies such as death or incapacity. In close consultation with the client, we draft the essential components of an estate plan:

  • Wills and ancillary documents
  • Durable powers of attorney for financial transactions
  • Medical powers of attorney for healthcare decisions
  • Living wills (medical directives)
  • Determination of guardian for children

Intermediate Estate Planning. With increasing wealth comes an increasing need for tax planning, focusing on reducing or eliminating transfer taxes imposed upon death. Such planning may include:

  • Revocable management or “living” trusts
  • Marital deduction trusts
  • Credit shelter trusts
  • Gifts to minors

Our attorneys also assist with:

  • Life insurance planning
  • Education planning
  • Retirement planning
  • Domestic asset protection
  • Prenuptial planning