Planning, Protection, and Administration
At Rowe Law Group, our approach to estate planning rejects a “canned” or standardized approach. Our driving focus is on meetings personal and family goals through offering individually tailored estate plans.
It is our goal to reduce cost and expenses of transferring property both during life and at death, while reducing or eliminating family strife and conflict which is all too often an unfortunate development in the areas of transfer of wealth.
Our estate planning services encompass a variety of areas, including the legal aspects of financial and retirement planning, planning for the preservation and orderly transfer of closely-held business interests, and preparing pre- and post-marital property agreements, as wells as similar agreements between unmarried individuals.
We assist our clients in designing a comprehensive strategy for the lifetime use and testamentary disposition of their assets to minimize the impact of income, gift, estate, and generation-skipping transfer taxes while maintaining personal financial security and asset utility.
Our practice employs both traditional and cutting-edge strategies that are carefully crafted around each client’s unique set of financial and personal circumstances. In appropriate circumstances, these strategies would include the preparation of,
- Wills;
- Trusts; and
- Durable Powers of Attorney for health care and asset management.
In addition to the above, our Firm provides consultation services regarding disability, long-term care, and life insurance coverage, incorporating a variety of tax-advantageous methods to maximize the utility of family and charitable gift planning.