Estate Planning Services

Implementing proactive tax strategies for your estate starts during your life.  If you’re like most Americans, you’ve spent your entire adult life working and preparing for retirement.  With that goal in mind, you’ve considered what property to purchase, which employment to seek, how much to invest, and how much to save.

Just as you’ve devoted much of your existence to securing your own financial future, it is wise to ensure that, when it becomes necessary, your assets will be distributed to those you care about.

Law Offices of Christy Lee, P.C., has developed an integrated approach to estate planning, providing wealth preservation and asset protection strategies to minimize estate taxes and to address all contingencies in transferring assets to the next generation.  Our experience in the area of tax controversies and tax resolution planning makes us uniquely capable of assessing the risks involved in each planning strategy.

Our tax boutique can assist you with the following:

  • Will.  A legal document designed to ensure that your property is passed to those you want and not to those you wish to eliminate as your heirs. For a Will to have any legal effect, its validity must be proven in court.
  • Revocable Living Trust. A legal agreement that has the same effect as a Will, but also provides protection during your lifetime. If funded correctly, court intervention will not be required.
  • Irrevocable Life Insurance Trust. A legal agreement designed to help minimize or to avoid estate taxes on life insurance proceeds.
  • Asset Protection Trust. A legal agreement intended to fulfill a wide variety of needs, including the common ones of minimizing tax liability, safeguarding assets during divorce, limiting the fallout of bankruptcy, and protecting your assets from creditors.
  • Durable Power of Attorney. A legal document in which you name another person to act on your behalf in situations dealing with crucial financial decision-making.
  • Health Care Directive. A legal document, also known as a living will, which allows you to specify your wishes for your medical care and to appoint a person to ensure that your wishes are carried out during your incapacity.
  • HIPAA. A legal document in which you name persons whom you allow to have access to your health information, including billing.

To help you reach your goals, our team of tax professionals will listen carefully to your concerns about your assets, then work with you to lessen the potential stress and expense your loved ones could otherwise face during the dispersal of your property.  We will lay out all your options in clear, easily understandable language, then answer any questions that might arise. Such individualized attention to your financial needs helps ensure that your goals for your estate are satisfactorily met.

Consult with our tax boutique concerning all your estate planning needs.  We look forward to informing you about the best methods for minimizing estate taxes while maximizing your estate assets.