Estate Planning (Simple & Trust)

            Whether you are an individual or business that needs estate planning, we can provide you with the direction and tools to effectively meet your goals.  Not only is it important for individuals to protect their assets, but it is just as important for businesses to have a contingency plan in the event that a significant shareholder or owner passes away.  Smith Gardner Slusky can address these issues and provide solid counsel on trusts, tax issues and business succession. 

            Additionally, individuals need to have a wealth succession plan, power of attorney, power of attorney for health care, potentially a trust and other documents that not only protect your assets now from taxation and exposure but that protect your objectives upon your death. 

            You have worked too hard to simply leave these matters for others or to the State.  We can help you meet your goals in protecting your wealth. 

            Smith Gardner Slusky can provide you with:

• revocable and irrevocable trusts
• wills
• powers of attorney
• powers of attorney for health care
• Health Insurance Portability & Accountability Act (HIPAA) documents
• Asset identification documents
• Business succession and planning documents