Wills | Trusts | Powers of Attorney | Medical Directives | Sophisticated Planning Documents
Whether you are a business owner with substantial net worth, or simply a homeowner making a modest living, having a proper estate plan will help ease the stress that your family will face when you are gone. If you haven’t put a plan in place, or you recognize the need to revise your planning, you want a seasoned, knowledgeable attorney to guide you through the process.
At Daniel I. Ward & Associates, P.C., we can help. Our experienced attorneys will review your situation and, more importantly, listen to your needs. You can rest assured that your plan will be tailored to your personal objectives, to ensure that your goals are met.
After we work together to determine the best strategy for your situation, we’ll prepare and execute the necessary documents to effectuate your plan, including:
- Revocable or Irrevocable Trusts
- Powers of Attorney
- Advance Medical Directives, Medical Powers of Attorney, and Living Wills
With over 30 years of experience, our firm has helped our clients safeguard their wealth against the many preventable losses that threaten their family’s security. With a well-rounded staff comprising specialists in taxation, estate planning and transactional law, our attorneys provide astute counsel to ensure that your assets are protected both for you and for your heirs.
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**If you are over the age of 65, one of our Associates will complete a complementary review of your estate planning documents and provide a brief write-up of any suggested updates or changes.