The estate planning attorneys at Gevurtz Menashe have a deep understanding of asset protection law and planning. As part of the initial planning phase, we can help structure your estate to best suit the long term interests of yourself and your family.
Learn MoreWe advise clients on the estate and income tax impacts of beneficiary selection, understand IRAs, 401ks, and pension plans, and recommend beneficiary designations that fit within each unique estate plan.
Learn MoreCharitable gifts can take many forms and can yield substantial tax advantages if made properly during one’s lifetime or at death. Our attorneys have experience helping clients make charitable gifts of many sizes and variations.
Learn MoreEstate, gift, and generation-skipping transfer tax returns are vastly different from income tax returns. Gevurtz Menashe estate planning attorneys know the rules and requirements, which are vital to ensuring a favorable outcome.
Learn MoreIrrevocable trusts are created for many reasons such as reducing estate or income taxes, offering creditor protection, or encouraging and instilling in beneficiaries certain values or goals. Many types of assets can be held in an irrevocable trust.
Learn MoreLife insurance is a relatively easy way to provide for your family. With simple monthly payments, you can purchase a life insurance policy that will disburse to the named beneficiaries upon your death. Choosing the right life insurance is an important piece of the estate planning process that ensures your loved ones are taken care of financially after your passing.
Learn MoreIncapacity planning ensures you're able to speak for yourself in all decisions, from your medical care to financial affairs. As part of the initial planning and ongoing maintenance of our estate plan, our attorneys use various tools to help plan for incapacity in the event something should happen to you.
Learn MoreGevurtz Menashe estate planning attorneys have extensive experience helping people navigate estate administration and probate issues. Call us today at 503-227-1515 or contact us online to learn more or schedule a consultation.
Learn MoreWorking with a trust attorney is vital to ensuring the Trustee is protected in fulfilling his or her legal obligations. A trust attorney can also help ensure the trust’s beneficiaries receive the maximum potential benefits, and minimize any applicable estate taxes.
Learn MoreWills and revocable trusts are the cornerstones of an estate plan. They allow you to direct how and when your assets will be distributed to your beneficiaries, and to appoint who will make important decisions on behalf of you.
Learn MoreGevurtz Menashe has been at the forefront of estate planning for more than four decades. During this time, we’ve counseled and worked tirelessly for countless clients so that their affairs are in order. When not busy drafting trusts and estate planning, we’re active contributors and leaders in our communities and industry.
Because of our dedication, diligence, and legal mastery, we’re held in high regard by our clients and peers. We’re ready to put our estate planning talents to work for you.
Making a list is more than thinking ahead. It helps ensure that things get done correctly and completely. Having a comprehensive, properly-crafted estate plan accomplishes the same. We give you personalized attention and solutions so that you're ready for the future.
Life is hard enough. Having a plan in place reduces the burdens for future caregivers and heirs. Allocating assets, securing long-term care, etc. are much easier to do when all your directives are officially documented. With our experience and know-how, the process isn't overly complicated either.
Positive outcomes mean a lot to those with intricate estates or who are involved in probate or difficult estate settlement cases. We provide smart, actionable advice, thoughtful representation, and sound legal instruments to help clients mitigate and resolve challenges as successfully, efficiently, and painlessly as possible.
Working with an estate planning attorney can mean divulging a lot of deeply personal or sensitive details of your life. The actions taken can have a significant impact on you and your family for years to come. We address each client and case with proper respect and professionalism. It's why we work so hard to make our process inclusive, communicative, and transparent.
Gevurtz Menashe is committed to helping people, especially when it comes to making critical estate decisions. It's core to what we do, how we do it, and who we are as a law firm and individuals. When you engage our attorneys, you become a part of our extended family. You'll feel this sentiment " in our actions and words " from your initial consultation onward.
Having a slate of stellar estate planning lawyers on your side goes a long way. But, you're probably also going to need the knowledge and skills of medical resources, financial planners, and other professionals as you move through various stages of life. You can confidently tap into our vetted network of seasoned subject matter experts to get the assistance you require.
Estate planning is the process of declaring — in a legally-binding manner — how you’d like your assets to be managed or disposed of upon your death. Many estate plans also include directives for long-term care or what to do if an individual is incapacitated. Common artifacts of estate planning include wills and trusts.
Understanding why estate planning is important is key. Having an estate plan helps to ensure that your needs and wishes are documented so that they can be carried out in your absence. An estate plan allows you to choose who will make important decisions on your behalf, name your beneficiaries, and protect your assets.
The amount of time it takes depends on the nature and complexity of the estate plan and how speedily each party is able to provide necessary documentation.
Some experts suggest establishing your first estate plan as soon as you become a legal adult. Others recommend creating an estate plan when you start accumulating assets (e.g., a house) or growing your family (e.g., getting married or having children). At the very least, it makes sense for those nearing retirement to have their affairs in order. However, an estate plan is a safety net that can be helpful for a person (and their loved ones) at any age or life stage. Once you have an estate plan, you should review it on a periodic basis and update it as needed.
