Estate Planning
You’ve worked hard to ensure your family’s security. Now, you must protect your assets from overzealous tax collectors, creditors, and potential lawsuits.
Careful planning will reduce the risk that your hard-earned net worth will be seized from your family and friends. Estate planning can also ensure that your last years are lived with dignity if you are disabled by an injury or a medical condition.
About Us and Our Team
Award-Winning Firm, Over a Decade of Experience
Welcome to Estates Done Right – where experience and excellence converge. Our team, known for its award-winning services, brings over a decade of expertise in estate planning. We’re committed to delivering personalized solutions and peace of mind.
Thomas J. Petrelli, Jr.
CEO
Melinda M. Previtera
Partner
April M. Townsend
Attorney
Frequently Asked Questions
What is estate planning and why is it important?
Estate planning involves organizing your assets and affairs for efficient management and distribution during life and after death. It's important to ensure your wishes are respected and to minimize taxes and legal complications for your beneficiaries.
What are the key components of an estate plan?
Essential components typically include a will, a power of attorney, a healthcare directive, and, in some cases, various types of trusts.
How often should I update my estate plan?
It's recommended to review and potentially update your estate plan after major life events such as marriage, divorce, birth of a child, or significant changes in financial circumstances.
Can estate planning reduce taxes?
Yes, proper estate planning can help minimize estate taxes and other related costs, ensuring more of your assets are passed to your heirs.
What happens if I don't have an estate plan?
Without an estate plan, state laws will determine how your assets are distributed, which may not align with your personal wishes and could lead to family disputes.
