Marks Gray attorneys are experienced in all facets of retirement, trusts and wealth planning. Our lawyers assist clients with comprehensive, life planning needs such as trusts, wills, powers of attorney, and medical advance directives. Our planning team provides counsel on the diverse options of programs offered to grow your wealth.
We also employ various types of trusts to protect your estates against unnecessary taxation and protect your children against diminishment of their inheritance from divorce and creditors.
Trusts – These are estate and tax planning tools to pass assets to beneficiaries efficiently without court involvement when assets are held in trust and managed by you. This allows you to express your desires for distribution at death.
Wealth planning- Our attorneys help clients pass property from one generation to the next and preserve those assets through wealth planning strategies.
Retirement – We help our clients plan for a time when they are no longer part of the workforce and are relying on savings and investment for life and income.
Comprehensive Lifetime Planning – We give our clients peace of mind knowing they have an estate plan with the right documents to protect them and their families.
Avoidance of Probate – The reliance on wills to provide for the distribution of assets at death may require court involvement that can be costly and time consuming.
Power of Attorney (POA) – a vital part of an estate plan to appoint an agent (POA) to act on your behalf to handle financial matters should you lose the ability to handle them yourself.
Medical Advance Directives A vital part of an estate plan to appoint an agent (POA) to act on your behalf to handle medical decisions should you be incapacitated or unable to make them yourself. They also spell out your wishes for end-of-life decisions.