Estate Planning

The Conley Law Firm, LLC is a law firm working exclusively in the areas of Estate Planning. Our goal is to provide clients with high quality, customized estate planning services.  We strive to provide solutions to problems that have arisen and plan to prevent problems from arising in the future. In short, our job is to provide our clients with peace of mind.

Our services include the following:

Plan for the Future and Maintain Control

  • Plan for an assured lifestyle so you can attain your hopes, dreams and desires before and during retirement.
  • Plan for disability so that your assets will be managed as you wish and you can retain privacy.
  • Name the people who would act in your best interests.

Providing for Children and Blended Families

  • Provide for minor children and young adults in a manner that encourages them to reach their full potential.
  • Provide advice and techniques for planning in second marriages so that the spouses and children from current and prior marriages are treated fairly.
  • Protect and manage assets for special needs children.

Asset Protection

  • Protect your child’s inheritance from the devastating effects of divorce and other lawsuits after you are gone.
  • Asset protection planning for you and your loved ones, including the use of family limited partnerships, protective trusts, irrevocable trusts and other techniques as needed.

Estate and Trust Administration Services

  • Settle a loved one’s estate in efficient and caring manner

Charitable Planning

  • Sophisticated charitable planning designed to benefit both you and the charity, including the use of techniques such as charitable remainder trusts, charitable lead trusts, charitable foundations, and other techniques.

Business Planning

  • Services include business succession planning, creation of entities, valuation discount planning and minimization of income and capital gain taxes.
  • Plan for the transfer of the family business to the next generation with the least disruption and expense as possible.

Income and Estate Tax Planning

  • Basic to advanced business, income and estate tax planning.
  • Work as a team player with your professional advisors to create the most tax efficient strategy for your family.

 

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