Estate Planning

At FitzGerald Kreditor Bolduc Risbrough LLP, we understand that safeguarding and managing your hard-earned assets can seem like a complex and overwhelming task. This is why we prioritize estate planning, asset protection, sophisticated tax strategies, and probate solutions as integral aspects of our practice. Our team of attorneys in the estate planning and tax practice group have worked with diverse clients, from single parents to Fortune 500 companies, offering lasting solutions to complex legal and financial challenges. Collaborating closely with our clients, we grasp their objectives to develop comprehensive plans that achieve their goals and provide them with a sense of security.

Areas of Counsel Include:

• Individual Tax Planning: Our attorneys help preserve our clients’ hard-earned assets now and in the future through creative strategies designed to minimize tax exposure.

• Business Tax Planning: We provide sophisticated counsel that helps family business owners, closely-held business owners, and other business owners to maximize owner and employee benefit plans and to minimize tax exposure.

• Asset Protection: Our firm provides creditor protection services designed to help limit the power of creditors who seek to attack your wealth and assets, including the formation of family holding entities and the drafting of prenuptial/post-marital agreements.

• Estate Planning: We provide comprehensive estate planning services to individuals and families of all levels of wealth and financial security. We conform titles of property, draft wills, trusts, and other estate planning documents to help clients avoid probate and limit exposure to unnecessary taxes.

• Complex Estate Planning: Multimillion-dollar estates require the attention of an experienced and highly knowledgeable estate planning attorney. Our firm has helped clients with complex estate planning needs that may require the formation of specialized trusts, family-limited partnerships, or other structures to accomplish client goals.

• Business Continuity/Family Protection: If you own a family business and need to know more about business succession planning for your family members, loyal employees, or interested third parties, we can help.

• Probate Avoidance: Can cost as much as 10% of a probated estate’s value, may be avoided in most cases.

• Dispute Resolution: We provide dispute resolution services for clients who are involved in an estate-related dispute, including a will or trust contests or changes.

• Trust Administration and Litigation: We counsel trustees, executors, and administrators regarding their rights and obligations as fiduciaries as well as represent parties involved in probate and trust disputes and will contests.

We are committed to providing you with comprehensive and tailored legal services that empower you to make informed decisions about your estate and assets.