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Estate Planning

The law firm of Aaron, Riechert, Carpol & Riffle, APC (“ARCR”), has multiple certified specialists in estate planning, trust, and probate law who serve a broad range of clients, including married, unmarried couples, same-sex couples, couples with children from prior marriages, as well as single persons. We assist these clients in formulating plans that will minimize estate taxes and distribute assets to beneficiaries in the desired manner.

The estate planning documents typically include a revocable living trust, pour-over will, durable powers of attorney for asset management and for health care decisions, and property agreements. The estate plan may also include family limited partnerships, co-tenancy agreements for gifts of fractional interests in real property, life insurance and other forms of irrevocable trusts, special needs trusts for beneficiaries in order to maintain qualification for public assistance, and long-term trusts for young or financially challenged beneficiaries.

The attorneys at ARCR work carefully with their clients to formulate plans to achieve the clients’ objectives in balancing the benefits of tax savings and the needs of a surviving spouse and other beneficiaries.

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