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Estate Planning & Probate Administration


ESTATE PLANNING

Effective estate planning requires experience and a thorough understanding of trust, probate, and tax laws. Moschella & Winston, can help individuals and families to protect their assets and preserve their legacy. We can help you to avoid the countless pitfalls and to advise you on the course best suited for your situation.

Estate planning begins with a discussion of your goals and a review of your assets.  We then create a comprehensive plan based on your priorities.

Your goals, and therefore your plans will change with your circumstances. You should reexamine your plans every five years or if your health or circumstances change to make sure they remain current.

A properly prepared estate plan can help ensure that your loved ones are properly provided for if you become sick or die. It can make sure that your health care is managed in the way you choose.

We have extensive experience and expertise in drafting estate planning documents, including:

  • Wills
  • Trusts
  • Durable Powers of Attorney
  • Health Care Proxies
  • Medical Directives
  • Family Agreements and Care Contracts
  • Real Estate Documents
  • Other documents that can help you achieve your goals

 

PROBATE ADMINISTRATION

Probate is the legal process by which a person's property is distributed upon his or her death.

A properly managed probate can help avoid family disputes and speed the distribution of assets and property. We can help you determine where to start with an estate, prepare the documents to be presented for probate, administer estate tax issues, resolve government liens, and otherwise handle all of the legal and technical aspects of probate and asset transfer.

The probate administration services provided by Moschella & Winston attempt to settle your probate in the most cost efficient and expeditious manner.

Please contact us via telephone or e-mail to schedule an initial consultation.