Estate planning, traditionally viewed as something only needed by the wealthy and consisting primarily of tax planning, is important for most individuals and families. Estate planning is the development of a comprehensive plan and involves more than tax planning. It provides protection, guidance and comfort to the friends and family of the deceased in their time of need. At Preti Flaherty, our philosophy is to deliver an estate plan that fills all the important needs of the family.

Our Estate Planning Group is made up of highly skilled attorneys capable of handling the full spectrum of estate planning and probate administration.  Our attorneys are experienced in drafting sophisticated estate plans for high net worth individuals who wish to minimize federal estate taxes and control the transfer of their legacy to future generations.  Our attorneys are also highly experienced in helping families and loved ones navigate the sometimes challenging process of estate administration and probate court proceedings.

Our Estate Planning Group also focuses on providing appropriate and affordable estate plans to persons whose net worth does not yet exceed the federal estate tax threshold.  These services include the drafting of wills, powers of attorney, and health care directives that are tailored to give instructions to your loved ones when they need it most.  Our goal is to provide estate services to meet the individual needs of all of our clients at an affordable price.

Preti, Flaherty is dedicated to providing the highest quality estate planning service.  Our firm takes pride in helping our clients assemble an estate tailored to meet their individual needs.  We invite you to meet with us to see how we can help you plan for the future.

Services
General and Special Powers of Attorney
Health Care Proxies
Children and Education Trusts
Irrevocable 'Life Insurance' Trusts
Special Needs Trusts
Charitable Trusts
Family Limited Partnerships
Family Business Succession Planning
Probate Administration