ESTATE PLANNING
At POE & FREIREICH, P.A. we have experienced attorneys with
advanced degrees to help people plan for their futures. It is essential
to carefully plan for the transfer and disposition of assets in order to
minimize taxes payable upon death. This aspect of our practice
includes the preparation of wills and estate plans for the disposition of
real estate and personal assets including, stocks, business interests and
life insurance. Our goal is to maximize assets to our clients' intended
beneficiaries (spouses, heirs, other loved ones or charities) while
minimizing or eliminating federal and state inheritance and estate
taxes.
To care for our clients during life, we prepare living wills and durable
powers of attorney to handle life situations and our clients' finances
during periods of their infirmity without the need to resort to the court
system.
The types of estate planning we provide involve all of the following
techniques as well as developing new techniques as the tax laws change.
These techniques include grantor annuity trusts, including sale to
grantor trust techniques, self canceling installment notes, planning
with and for qualified and non-qualified retirement plans, IRAs and
Roth IRAs, qualified subchapter "S" trusts, qualified terminable
interest trusts, dynasty trusts, credit shelter trusts, marital trusts,
special needs trusts, life insurance trusts including the use of various
split dollar funding methods, qualified personal residence trusts,
annuities, sales of remainder interests, family limited partnerships,
qualified domestic trusts, charitable lead trusts, charitable remainder
trusts and private foundations.
Our firm is skillful in determining which estate planning tools are
appropriate for our individual clients considering all of their specific
needs.
At POE & FREIREICH, P.A. we have experienced attorneys with
advanced degrees to help people plan for their futures. It is essential
to carefully plan for the transfer and disposition of assets in order to
minimize taxes payable upon death. This aspect of our practice
includes the preparation of wills and estate plans for the disposition of
real estate and personal assets including, stocks, business interests and
life insurance. Our goal is to maximize assets to our clients' intended
beneficiaries (spouses, heirs, other loved ones or charities) while
minimizing or eliminating federal and state inheritance and estate
taxes.
To care for our clients during life, we prepare living wills and durable
powers of attorney to handle life situations and our clients' finances
during periods of their infirmity without the need to resort to the court
system.
The types of estate planning we provide involve all of the following
techniques as well as developing new techniques as the tax laws change.
These techniques include grantor annuity trusts, including sale to
grantor trust techniques, self canceling installment notes, planning
with and for qualified and non-qualified retirement plans, IRAs and
Roth IRAs, qualified subchapter "S" trusts, qualified terminable
interest trusts, dynasty trusts, credit shelter trusts, marital trusts,
special needs trusts, life insurance trusts including the use of various
split dollar funding methods, qualified personal residence trusts,
annuities, sales of remainder interests, family limited partnerships,
qualified domestic trusts, charitable lead trusts, charitable remainder
trusts and private foundations.
Our firm is skillful in determining which estate planning tools are
appropriate for our individual clients considering all of their specific
needs.
POE & FREIREICH, P.A.
Your Success Through Our
Experience
Experience
Estate Planning
The Experience
You Want, The
Attention You Need.
You Want, The
Attention You Need.
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