Estate Planning

No matter what your life circumstances or age, everyone should have some type of estate plan to protect themselves and their assets.  Estate planning requires a thorough understanding of trust, probate, and tax law to ensure your property is protected in the event of divorce, death, disability or incapacity.  At Moschella & Winston, LLP, our lawyers have specialized in estate and asset planning for individuals and families for over 30 years, and our expertise in this field uniquely qualifies us to identify the course best suited for your situation.  Our attorneys simplify the planning and administration process to give you total peace-of-mind, and we are here to guide and assist you in the most cost efficient manner every step of the way.  Whether you need a simple estate plan with basic documents or a sophisticated plan involving trusts, multiple properties, retirement accounts, and estate and other tax issues, we can meet all of your planning requirements. 

Our estate planning services begin with a discussion about your goals and review of all your assets.  We then create a comprehensive plan based on your priorities.  Estate plans generally include a will, power of attorney, healthcare proxy, medical directive, and often a trust.   At Moschella & Winston, trusts are one of our specialities. We counsel clients to ensure a loved one’s interest in a trust is protected in the event of a divorce, credit problem, or special need, and we draft trusts to protect blood lines and future generations.

A properly prepared estate plan not only ensures your security and provides for your loved ones, it makes sure that your health care is managed in the way you choose.  Because your goals and needs will change throughout your life, we recommend you reexamine your estate plan to make sure it’s current every three years or sooner, if your health or circumstances change. 

At Moschella & Winston, we are dedicated to preserving your dignity, independence and financial freedom throughout life, while maximizing the assets and funds you leave for your heirs.  Let us help you plan for your future and protect your savings.  Contact us to schedule an initial consultation.