Your estate plan could be as simple as drafting a will, or a complex matter, requiring various trusts and tax saving measures. No matter what your needs are, each client of our firm receives the personal attention that they deserve. Working in conjunction with an attorney, and an investment adviser, we consider the objectives that you may have for managing your investments and real estate holdings, during your lifetime and beyond.
Our clients are concerned with matters such as control over the family assets; the perpetuation of the family business; the family dynamic and the affect the disposition of assets will have on family relationships. Some of our clients are motivated to protect their assets from creditors, litigators, and long-term care facilities. In addition, we help our clients plan for their retirement and consider the tax implications that this retirement planning will have on their lifestyle. Estate planning is therefore an all-inclusive process, because we consider more factors than mere wealth transference.
Our staff provides competent advice to individuals and their families, as well as to trusts, estates, and private foundations including consideration of:
- Charitable Remainder Trusts
- Grantor Annuity Trusts
- Personal Residence Trusts
- Family Limited Partnerships
- Marital Deduction Trusts
- Revocable Lifetime Trust
- Irrevocable Life Insurance Trust
We can also help you find practical strategies for estate planning through:
- Appropriate Legal Ownership of Assets
- Review of Wills and Trust Instrument
- Use of Life Insurance, Annuities and Long Term Care Insurance
- Asset Protection Techniques
- Health Care Proxies
- Powers of Attorney
- Selection of Trustees, Executors and Beneficiary
All legal documents such as wills and trust agreements will be prepared by licensed attorneys working within our network of professional. Neither Peter J Maldjian nor the employees of Maldjian & Citta PC will be responsible for the final preparation or the content of the actual legal documents.