Need Help with Your Will? Call the North Bay Legal Experts

Proper planning is key to ensuring your will and estate are distributed as you wish. It’s your legacy and you should have power over it. When you work with Lucenti Orlando in North Bay on your will, it helps to ensure that you can maximize the value of assets being passed on. Every possible tax opportunity is considered. We’ll work alongside your accountant to guide you through the complex estate, trust, and tax laws to ensure your legacy wishes are fulfilled.

We offer the following services:

Wills – creating your final will and testament to ensure your assets are distributed according to your wishes

Power of Attorney for property – granting power of attorney to the appropriate person

Power of Attorney for personal care – in the event you are unable to make decisions for yourself, this lets someone else make those decisions for you

Trusts for children and/or grandchildren – setting up financial trusts that will benefit your progeny

Life trusts for individuals – creating a legal arrangement that names an individual responsible for managing assets for an eventual beneficiary

Joint property issues – resolving issues with joint ownership of a property

Estate administration – naming the administrator for a given estate

Preparation of estate accounts

Formal passing of accounts

Probate tax avoidance strategies

Wealth preservation techniques such as family trusts and gifting programs

Business succession planning, including corporate reorganizations, estate freezes, asset and share sales

Legal advice to estate trustees

Estate litigation – litigating issues surrounding the distribution or ownership of an estate

Email us today to ask about wills and estates.

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