Estate Planning

At Smaha Law Group we assist individuals, couples, unmarried partners and families to plan for their retirement, to protect their assets, to grow strategic wealth, to establish their legacies and to enable charitable giving. Our aim is to help clients: maintain control over themselves and their affairs; reduce income taxation; pass value and responsibility to family members; protect estates from expense, delay, and taxes; manage family businesses; and more.

We customize every Estate Plan to address you and your family’s personal and financial goals.  Your Estate Plan will include the following:

  • Will(s)
  • Durable Power of Attorney(s)
  • Advanced Health Care Directive(s)
  • Revocable Living Trust
  • HIPPA Authorization

We can also craft specialized Estate Plans to take into consideration:

  • Adult Children with Disabilities
  • Agreements: Pre-nuptial Agreement, Marital Agreement, Cohabitation Agreement
  • Specialized Trust: Life Insurance Trust, Irrevocable Trust, Special Needs Trust
  • Planned giving
  • Business interests
  • Succession planning