Limit Taxes And Maximize Assets
MFDD has vast experience in all aspects of estate planning – ranging from powers of attorney and simple wills to the more complex, tax-efficient and effective, asset protection plans. We work closely with our clients to provide knowledgeable advice regarding estate plans of all sizes and complexity. We are dedicated to serving our clients’ needs and developing plans that fulfill their wishes while also lessening the tax burden on their heirs.
In addition, MFDD’s attorneys are experienced in working with clients who have family members suffering from a mental disability or physical impairment. We understand the necessity to ensure that proper financial safeguards are in place to make certain they will have the resources available to live enjoyable lives.
Our focus is to work with our clients and other professional advisors to limit taxes, maximize assets and empower and protect loved ones by using many of the following tools:
- Complex and Simple Wills;
- Durable Powers of Attorney;
- Advanced Directives / Health Care Powers of Attorney / Living Wills;
- Revocable and Irrevocable Trusts – including Marital and By-Pass Trusts, Special Needs Trusts, Grantor Retained Annuity Trusts and Irrevocable Life Insurance Trusts, among others;
- Business Succession Planning;
- Asset Protection Planning; and
- Charitable Gift Planning.