Estate Planning & Trusts: The Benefits of Planning Ahead
Having worked hard over a lifetime to build your assets, you want to do all in your power to protect them for your own security and for the security of your loved ones. With all that goes into the process of estate planning—including, but not limited to, setting up trusts, assigning powers of attorney, and designating guardianship for one’s minor children—the challenge can seem insurmountable. For persons with complex or considerable assets, the challenge of estate planning is even more involved and even more necessary.
Attorney Eric Rothenberg can make protecting your assets a more straightforward, understandable, and thorough process. Whether you are concerned with safeguarding your assets during your lifetime, want to make sure your survivors are well-provided-for, or both, Mr. Rothenberg can carefully examine your needs and design thorough, thoughtful plans for asset protection.
Reasons to Choose Eric Rothenberg
In addition to his superior legal education, Mr. Rothenberg also received an M.B.A. degree, with High Honors, from Boston University. Moreover, Mr. Rothenberg also held credentials as a certified public accountant (CPA) for many years. With diverse, specialized training in these areas, along with decades of experience, Mr. Rothenberg is eminently qualified to address clients’ needs in asset protection and estate planning.
Whereas other lawyers may have a more narrow view of asset protection and estate planning, focusing on the legal aspects, Mr. Rothenberg brings a keen understanding of business and years of experience in accounting to the table, which enables him to approach issues in estate planning with both financial and legal considerations in mind. This wide-ranging expertise may allow Mr. Rothenberg’s clients to save considerably on estate taxes, while putting their minds at ease about the financial future of their loved ones.
Diverse Estate-Planning and Asset-Protection Services
To safeguard your assets in your lifetime and beyond, Mr. Rothenberg offers his counsel on the following:
- Prenuptial agreements
- Living wills
- Healthcare proxies
- Durable powers of attorney
- Revocable and irrevocable trusts
- Limited liability companies
- Family limited partnerships
- Valuations of closely-held businesses
- Medicaid planning
- Multigenerational IRA planning
- Guardianships and conservatorships
- Special-needs trusts
- Gift planning and other transfers
- Estate and gift tax return preparation
- Trust administration and trustee services
Contact Eric Rothenberg today for a free initial consultation on your estate-planning needs.