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Comprehensive Estate Planning & Administration in Connecticut

Berchem Moses PC is your trusted partner in comprehensive estate planning and administration in Connecticut. Our experienced team of estate planning and administration attorneys is here to guide you through every aspect of securing your family’s future and protecting your assets.

Our Comprehensive Estate Planning Services

At Berchem Moses PC, we offer a wide range of estate planning services to meet your unique needs:

  • Estate Planning and Administration: Our core service encompasses all aspects of estate planning and administration. Whether you’re just starting your plan or need to update it, we’ve got you covered.
  • Wills and Trusts: We work to secure your assets and ensure that your wishes are carried out.
  • Estate Litigation: When disputes arise, our attorneys are skilled in estate litigation to protect your interests.
  • Powers of Attorney: A document designating an agent to make financial and healthcare decisions on your behalf in case of incapacitation, the POA can be customized to grant specific or comprehensive authority, including tasks like tax management, asset gifting, and trust creation.
  • Health Care Directives, including Living Wills: Key components in making crucial medical decisions.
  • HIPAA Authorizations: We help ensure that your medical information remains confidential.
  • Prenuptial Agreements: We provide peace of mind when complex family situations arise.
  • Designation of Conservator in the Event of Incapacity: Proactive planning for potential incapacity.
  • Business Succession: Protect the future of your business with our expert guidance.
  • Trust Administration: Explore trust administration, its benefits, and the essential tasks involved: asset collection, income and estate tax filing, and providing accounts to beneficiaries.
  • Asset Protection: Create a plan to insulate your wealth from future claims and creditors.
  • Probate Litigation: When disputes arise during probate, our attorneys are prepared to protect your interests.

Why Choose Berchem Moses PC’s Experienced Estate Planning & Administration Attorneys?

When it comes to something as important and personal as your estate, experience matters. Our dedicated team of attorneys specializes in estate planning and administration law. They bring years of experience, a proven track record in handling complex cases, and a commitment to helping you secure your family’s future.

The Importance of Estate Planning

Estate planning isn’t just about finances; it’s about protecting what matters most to you. Our experts have a depth of experience and understanding regarding asset protection and how to best safeguard your wealth and legacy. If you’re looking for truly expert estate planning guidance geared to your family’s specific needs, contact a Berchem Moses lawyer. Reach out to us with any questions you may have. 

Asset Protection

Your assets represent your hard work and success. Learn why protecting them is crucial and how we can help you do just that.

What Kind of Decisions Will Be Made About How Your Affairs Are Handled?

In estate planning, important decisions need to be made, such as:

  • Who manages assets? Discover how we can ensure that your assets are managed according to your wishes.
  • Who cares for children/pets? Plan for the well-being of your loved ones, including your children and pets.
  • Who makes health & medical decisions on your behalf? Confirm your medical decisions align with your values and preferences.

The Estate Planning Process

Wondering when to consider estate planning and administration services? Find out when it’s the right time and how you can benefit from these services. Explore the tools available in estate planning, such as a last will, living trust, power of attorney, and special needs trusts.

Efficient Estate Administration in Westport & Milford, CT

Ease the burden of estate administration with our experienced team by your side. Our approach includes:

  • Explaining the estate administration process: We’ll guide you through the process and your duties as executor.
  • Preparing and filing court documents and tax returns: We’ll ensure all necessary documents are filed accurately and on time.
  • Minimizing taxes: Our expertise extends to minimizing taxes while meeting tax obligations.
  • Proper distribution of estate assets: We’ll make sure your assets are distributed according to  your specific wishes.
  • Estate planning for beneficiaries: We can help beneficiaries, such as a surviving spouse, plan for their future.
  • Resolving family disputes: If disputes arise, we’re here to help find resolutions that protect your interests.

Estate Tax Planning

At Berchem Moses PC, our attorneys are committed to minimizing estate taxes and preserving your assets for future generations.

Talk to an Expert Connecticut Estate Planning Attorney Now

Don’t wait to secure your family’s future and protect your assets. Schedule a free consultation with our experienced attorneys today. Whether you’re embarking on your estate planning journey or seeking to revise your existing plan, our proficient legal experts are at your side, ready to provide guidance at every stage.

Call us at (203) 783-1200 for a free consultation, or to learn more.