Estate Planning
Services
Estate planning is more than just
a series of documents
It's a critical strategy for safeguarding your legacy, assets,
and the future of your loved ones.
Why You Need Estate Planning
The absence of a solid estate plan can lead to devastating
consequences. Without proper planning, your estate may
be subjected to:
- Exorbitant Estate Taxes: Estate taxes can erode your wealth, leaving a fraction of your
estate to your heirs. - Prolonged Probate: Without a well-drafted estate plan, your estate could face a prolonged
probate process, causing delays that could result in your beneficiaries suffering losses from
assets that declined in value during the probate period and unnecessary costs. - Family Disputes: Ambiguities in your will or trust can lead to family conflicts and legal battles,
tearing apart relationships and draining your estate's resources. - Mismanagement of Assets: Without clear directives, your assets may be mismanaged or
distributed contrary to your wishes, potentially harming the financial future of your beneficiaries.
Learn More About
the Advantages of
Estate Planning
Now
Comprehensive Estate Planning Solutions
At Moskowitz LLP, we provide a full spectrum of estate planning services to address these risks and more:
A comprehensive explanation and discussion of the differences between Wills and Trusts and guidance
in what is best for your circumstances; including how you can benefit from a trust while having a special
type of Will that is only used for people who have a trust.
- Wills: We craft precise, legally sound wills to ensure that your assets are distributed according to your
wishes. Our attorneys anticipate potential challenges and design wills to withstand scrutiny and
prevent disputes. - Trusts: From revocable living trusts to irrevocable trusts, we create structures that offer flexibility,
asset protection, and efficient estate transfer. We design trusts to minimize tax implications, protect
assets from creditors, and ensure seamless management during incapacity. - Durable Powers of Attorney: We establish durable powers of attorney to appoint trusted
individuals to make financial and medical decisions on your behalf if you become incapacitated. Our
meticulous approach provides that these documents reflect your exact preferences and comply with
state laws. - Health Care Directives: We draft comprehensive health care directives to communicate your
medical treatment preferences and appoint decision-makers in case of incapacitation. This prevents
unwanted interventions and provides that your wishes are honored.
The Risks of Inadequate
Estate Planning
Failing to address these issues with a robust estate plan may
result in significant and often irreversible consequences:
Financial Ruin:
The imposition of heavy estate taxes and
probate costs can drastically reduce the value
of your estate, leaving your beneficiaries far
less than they otherwise could have had.
Family Conflict:
Disputes over assets and unclear
directives can lead to bitter family
conflicts and prolonged legal battles,
straining relationships and depleting
your estate’s resources.
Inadequate Protection
Without appropriate planning, your assets may not be
protected from creditors or mismanagement, potentially
jeopardizing the financial security of your heirs.
Don’t let Estate Planning challenges slow your business down.
Call us at 888.829.3325 to schedule your free consultationand start resolving your Estate Planning issues now.
Want to know more about our
Estate Planning services?
What distinguishes us?
Experience.The team at Moskowitz LLP has been dedicated to tax-related and accounting issues for over 30 years. Our team’s focus is on helping businesses and individuals maximize profits and minimize tax liability.
The Blend of Our Legal and Accounting Professionals. Our team’s focus is on helping businesses and individuals maximize profits and legally minimize tax liability.
We Make the Process Easy for You. Once you upload your tax documents, you’re on the team. Our professionals will be in touch with what they need from you, and take care of the rest.
Moskowitz LLP - San Francisco Office
201 California St. | Ste. 640San Francisco | CA 94111
BART Access: Embarcadero Station
Local Calls: 415.394.7200
Toll Free: 888.829.3325
DISCLAIMER
You agree that you are responsible for consulting your own tax advisor as to the tax consequences associated with all tax planning information contained in all communications from Moskowitz LLP.
These communications are for educational purposes only and do not create an attorney-client relationship.
The tax rules governing tax planning are complex, change frequently, and depend on the individual taxpayer’s situation. By accepting these educational communications from Moskowitz LLP, you acknowledge that any tax liability or other adverse tax consequences to you resulting from any decisions or lack of action will be the responsibility of, and will be borne entirely by you.
YOU ARE THEREFORE ENCOURAGED TO CONSULT YOUR OWN TAX ADVISOR OR RETAIN MOSKOWITZ LLP BEFORE ACTING ON ANY INFORMATION OR COMMUNICATION FROM MOSKOWITZ LLP.