Regardless of your age or the size of your estate, our experienced team of estate planning attorneys can assist you in developing strategies aimed at preserving and transferring your wealth while alleviating tax burdens.
Our estate planning lawyers work hand-in-hand with clients to devise and implement comprehensive estate plans that are specifically tailored to meet each client’s goals, values, and objectives.
We represent individuals, married couples, families and business owners in the preparation of a wide array of estate planning documents, including last wills, pour-over wills, revocable living trusts, testamentary trusts, and special needs trusts. We also assist with guardianship proceedings in the event a loved one becomes incapacitated.
We also recognize that business succession planning is a crucial part of estate planning. Accordingly, we help business owners integrate their business succession plans with their individual estate plans in order to minimize estate, gift, and generation-skipping taxes on the transfer of ownership. Our dedicated estate planning lawyers’ comprehensive approach enables clients to adequately prepare for both the exit from their business and the distribution of their individual estate.
Power of Attorney & Living Will
Our estate planning lawyers draft critical decision-making documents including financial powers of attorney, health care powers of attorney and living wills.
Whether married, unmarried, divorced or widowed, our estate planning attorneys strive to ensure that all necessary documents are in place for the handling of your affairs in the event of incapacity.
Family Business & Succession Planning
MBM’s estate planning attorneys guide closely-held business owners through the options and steps for a successful transition to the next generation.
Whether the future of your business rests with your family members or key non-family employees, our estate planning lawyers will assist our clients with transition strategies that include buy-outs, gifting, buy-sell agreements, life insurance policies, trusts, transfer restrictions, and discounted valuations. MBM provides our clients with planning services that integrate all their business interests, family estate planning goals, strategic tax needs, and retirement plan objectives.