Practice > Individual > Wills, Estate & Tax Planning, and Estate Administration

Wills, Estate & Tax Planning, and Estate Administration

Estate and tax planning, drafting Wills and trusts and other estate planning documents, and administering estates can be a complex, confusing and sometimes overwhelming process. Often, a creative and innovative approach is necessary to achieve maximum tax benefit and advantageous estate planning.

We, at Parrett, Porto, Parese & Colwell, P.C., provide reliable, personal and responsive service. We help our clients navigate through the rough waters of the probate process, both during lifetime and at time of death. Our recommendations are not based just on the savings of money. The most important part of estate planning is that an individual’s desires about the distribution of his or her assets are understood and effectively delineated in the estate planning documents. Saving money is important but the right distribution of assets upon the death of an individual is more important.

We work closely with our clients to help identify their specific needs for their future and for the future of their loves ones. We meet face-to-face and ask the hard questions. We analyze the information and make recommendations to the client. Our experienced attorneys have the knowledge to analyze tax consequences of business or personal transactions as well as maximize benefit of the frequently changing probate and tax system. We advise our clients on their varied options throughout the drafting of Wills, trust and other estate planning documents. In addition, we administer decedent’s estates with order, efficiency and respect.

We both create and implement the appropriate legal instruments to carry out all estate planning, tax planning and all other essential planning documents. These documents are created within the framework of the law, always keeping in mind our client’s desires and goals.

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