Estate Planning
February 12, 2024
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Our attorneys have extensive legal experience in Estate Planning, Probate Administration, Tax Planning, Special Needs Trusts, Business Law, Guardianships, and Estate Litigation.
We have proudly served clients in Florida, New Jersey, New York, and Pennsylvania since 2002.
At The Pollock Firm LLC, we can help you accomplish your estate planning goals. Creating an effective estate plan starts with a Will, a Financial Power of Attorney, a Health Care Power of Attorney, and an Advanced Health Care Directive (Living Will). A great estate plan can also include the creation of a Revocable Living Trust (to avoid probate), a Supplemental Needs Trust (also frequently referred to as a Special Needs Trust), an Irrevocable Life Insurance Trust (to minimize taxes), as well as asset protection trusts for your spouse or children.
However, having an estate plan is not just the preparation of legal documents like a Last Will and Testament. A proper estate plan ensures that your hard-earned assets go to the people you love and organizations you care about in a way that carries out your wishes. This often means retitling of assets to change how it is owned or who is a beneficiary. Our attorneys and staff are available to assist at every step in order to help you achieve your desired outcome.
Please click here to learn more about our Estate Planning Process.
At The Pollock Firm, we offer cutting-edge legal advice, prioritize clear communication, and deliver personalized solutions in order to maximize client satisfaction.
At The Pollock Firm LLC, we offer comprehensive legal guidance, tax advice, and support. Our team has over 2 decades of experience assisting clients at every stage of their legal journey. Yet, as a small law firm, we are able to provide you with individualized customer service. Whether it’s estate planning, probate, business law, or any other legal matter, we provide personalized attention to your needs. Contact The Pollock Firm today for trusted legal support at every step.
Whether you have substantial assets and need tax planning, or you wish to consider business succession planning, or you have a special needs loved one, or you have a blended family dynamic, at The Pollock Firm, we can help you navigate and understand your legal issues. Life can be complex, we can provide tax efficient solutions.
Clients are busier and more mobile than ever. We have experience providing legal guidance in FL, NJ, NY, and PA, as well as working with clients with assets around the world. We can accommodate in-person or remote meetings. Our goal is to pair you with the perfect attorney for expert legal guidance, no matter if you have a team of advisors or manage your own finances.
We strive to provide exceptional client service and ensure that our clients are informed, supported, and well-represented at all times. We are available to assist if you are in the planning stages or if you need assistance after a loved one has passed. We do not provide a one-size fits all approach, and we tailor our plan and service based on each client’s goals.
