Estate Planning

Lerner Law Firm & Associates, P.C. provides the utmost concern when planning an estate. This work is highly personal by nature, and we approach each and every document drafted to assure it fits the exact wishes of the client. Designed to preserve wealth in the family, estate planning will help smooth the process of transitioning assets. The comprehensive estate plan will include a Last Will & Testament, Living Will, Health Care Proxy, and Power of Attorney to facilitate your wishes posthumous or in the event of temporary or permanent disability. While unpleasant to imagine, these issues are necessary to address in order to protect yourself and your family during a difficult time. In addition, we will look at all possible trusts, such as qualified personal residence trusts, revocable and irrevocable ‘living trusts’, generation skipping trusts, asset protection trusts, life insurance trusts and a variety of other estate planning tools available for the infinitely different situations we encounter with our clients.