From simple wills and trusts to complex estate planning involving the transfers of businesses, we help clients develop and carry out estate plans which preserve assets and minimize taxes.
Your estate represents all you have worked to achieve. To honor that lifelong effort, your estate plan should not only express your wishes, but also guarantee they will be fulfilled. We will guide you in creating a plan that preserves your wealth, transfers it in the manner you desire, and achieves the most favorable tax advantages possible.
We listen carefully to your goals, and apply our business acumen and experience to develop options to reach your objectives. We stay on top of tax laws and employ state-of-the-art estate planning techniques. We do not take a cookie cutter, one-size-fits-all approach. We offer individualized solutions, taking family dynamics into consideration and understanding personal and business factors often need to mesh.
I have a will. Why do I need a trust lawyer?
A will may serve your needs. However, a trust may be more appropriate for a number of reasons, including privacy, avoidance of probate, or ease of administration. Business owners may need something more complex, such as a business succession plan for transferring assets to the second and third generations. We are skilled in drafting plans for individuals and families of every size and means. Your estate is often an important emblem of your life’s accomplishments. An estate plan from Soule Law Firm, LLC, offers peace of mind that your assets will be used in the future to enrich the lives of the people you care about.