Comprehensive Estate Planning, Succession Planning and Probate Services
You don’t need to be rich to need an estate plan and to plan for the probate of your estate on death. Everyone needs a will. Most people need substantially more than a will to ensure that their directives are carried out on death or disability.
Have a family business? Have a home? Have financial assets such as stocks and bonds not held in an IRA or Pension? Have bank accounts? You need estate planning guidance to ensure that your estate doesn’t get whacked by the IRS or the state when you die!
At Brooking and Halloran, we have 50+ years of experience helping people like you that need guidance on planning, taxes, and probate. We help individuals and businesses of all sizes, domestic and international, put in place the proper documents and plans to ensure that your heirs and successors are protected.
What kinds of documents can you need?
- Wills
- Trusts
- Powers of Attorney
- Living Wills
- Durable Medical Powers of Attorney
- Limited Liability Companies or other Corporate Structures
- Family Limited Partnerships
- Buy-Sell Agreements
- Antenuptial Agreements
None of these are easy and buying the “Do It Yourself” kit from Amazon or Staples will only ensure that it’s done wrong and will cost your heirs and successors substantial sums of money, assets and time, all of which can be avoided with a little bit of foresight and planning up front.
Brooking and Halloran can guide you to the proper tools and draft the necessary documents to ensure your hard earned business, home, money and assets are protected and passed down to the one’s you love, and not sold to satisfy the government!
Call Brook directly at 859-341-5113. We can guide you.