In the hustle and bustle of everyday life, it can be difficult to make planning for the future a priority. No one can predict the future, but the estate lawyers at Cassady & Company can help preserve your legacy, safeguard your family, and ensure a transition to the next generation. You might just find that planning for tomorrow gives you the peace of mind to relax today.
Our experienced estate lawyers can help preserve wealth for the next generation. We can also assist with ensuring your children receive an inheritance at the appropriate time, designate who you want to raise your minor children, and, should you wish, assist with leaving a legacy to charity. For most of our clients, a will is the single most important estate planning document. However, good advice on properly designating beneficiaries on registered investments and insurance policies, naming others as joint tenants, or creating a trust can also be valuable tools.
Estate planning is particularly important for blended families, which must balance the needs to provide for both a spouse and children from a previous marriage. No two families are identical and life can be complicated, so your estate plan needs to take such circumstances into account. Together, we will help you create a plan that will leave you feeling confident and secure.
By getting started sooner, rather than later, you will have more opportunities to minimize taxes and reduce probate fees. Cassady & Company can provide you with advice on tax exemptions, helping you leave more of your assets to family and beneficiaries, and less to the tax collector. We will explain your options and the legal, financial and tax implications. We work with your tax and financial advisors as needed to develop an estate plan that fits your unique situation. With our extensive experience in business law, we can also help integrate business succession plans with plans for a personal estate.
There are few things more personal and important than your plans for the future. For over a century, Cassady & Company has been helping clients safeguard their estates and their families. To this day, we are still the law firm on which the community depends to plan for a brighter future.