PERSONALIZED, DETAILED STRATEGIES FOR LARGE ESTATES

The more property and assets one acquires in his or her lifetime, the more complicated and detailed an individualized estate plan must be. The estate planning lawyers at Figliola and Romano are experienced at developing strategic and intelligent approaches that suit the needs of our most demanding clients.

We offer a number of extensive estate planning services, including guidance regarding:

  • Business succession planning
  • Charitable giving
  • Estate planning for professionals and executives
  • Prenuptial and postnuptial agreement estate plans
  • Protecting assets using limited liability companies
  • IRA, 401(k) and retirement asset planning
  • Trusts and other modes of asset protection

FOCUSING ON YOUR CONCERNS AND OBJECTIVES

In order to achieve your estate planning goals, it is essential that our attorneys spend time speaking with you and your family. We will ask you questions regarding your assets, properties and liabilities. We will also address any concerns you may have about the process before discussing your goals. In order to develop a successful and invulnerable plan, any concerns and ambitions need to be addressed early in the process.

When planning for larger estates, many of our clients seek to minimize the tax burden for themselves and their family, establish charitable giving plans and address family members who may be incapable of managing funds left to them. Some clients have children or other family members with special needs; elderly parents who need care; or businesses that require division, succession or dissolution. Retirement planning is also a large concern for many of our clients, and we can provide a variety of strategies to address these areas.

PROVIDING INTELLIGENT STRATEGIES

The attorneys at our Barrington, Rhode Island, office will walk you through the possible options for minimizing your costs and maximizing your legacy. Some plans may include re-titling of assets, setting up revocable and irrevocable trusts, altering life insurance and retirement beneficiaries, and drawing up more detailed powers of attorney with specific administrators for different areas of the estate.

SPEAK TO A REPUTABLE ESTATE PLANNING ATTORNEY

Our goal is to help you maintain and enhance your wealth and financial security for the future. By preparing a detailed and thorough estate plan with our firm, you can be confident that your assets are well-tended. To speak with one of our attorneys about your goals, call 401-289-0404, or contact our office online to schedule an appointment.