The process of developing an estate plan and navigating the laws that govern them are increasingly complex and challenging. It is critically important that the estate you have built for future generations of your family is protected.
At Flannery | Georgalis, our Team of estate planning attorneys understands how to handle these sensitive matters for our clients. We take pride in our thoughtful and personal commitment to client service. With more than 70 years of experience, many of our client relationships span generations, providing us with a deep understanding of how to protect the wealth of our clients. These strong relationships help our attorneys achieve their goal of guiding our clients through the estate planning process so their wishes for their wealth and assets are fulfilled.
Our attorneys have extensive experience in all areas of estate planning including:
- Wills and Trusts
- Durable Powers of Attorney
- Living Wills and Health Care Powers of Attorney
- Irrevocable Life Insurance Trusts
- Grantor Retained Annuity Trusts (GRATs)
- Charitable Trusts and Private Foundations
- Special-needs Trusts
- Asset Protection Trusts
- Business and Succession Planning
Flannery | Georgalis attorneys have a strong history of providing comprehensive estate planning services in representing individuals, families, business owners, and professionals. We also regularly work with our clients to assist with their business interests by providing entity formation, operational, and succession planning services.
Finally, with the constantly changing state and federal tax laws, we proactively monitor all changes to ensure the maximum value of our clients’ wealth is protected for future generations. We regularly provide up-to-date advice on all areas of tax planning for our clients including:
- Income tax planning for individuals, estates, trusts
- Estate and gift tax planning
- Planning for charitable gifts
Regardless of how simple or complex, our attorneys design customized estate plans and wealth management strategies to meet our client goals and efficiently transfer assets from one generation to the next.