Estate Planning

A sound estate plan preserves wealth for you and those you love. Because no two families are the same, no two estate plans should be either. At Halloran & Sage, our emphasis is on individual planning. We work closely with you to mold an estate plan that fits precisely with your goals for protecting yourself and your family.

Our estate planning attorneys provide counsel on matters from simple wills to complex estates. Our in-depth understanding of the complexities of federal and state tax laws enable us to help you develop the best plan for preserving your assets now and after death. We also help you develop plans for the management of your personal finances and affairs in the event of incapacity. We will help you understand how you can protect and preserve your wealth through trusts, business entities and marital agreements.

Contrary to the popular image, a will, once written, should not be stowed away in a vault until death. Your circumstances change and so do the laws of estates and taxation. We keep constant pace with these changes and recommend that you review your estate plan at least annually and whenever there is a major change in your life or the lives of your loved ones.