Estate planning is a highly personalized process to maintain and protect your assets, both during and after your life. Making the necessary arrangements for your estate while you are of sound mind ensures that your wishes will be effectively conveyed if and when you can no longer communicate them. Our goal at Loss & Pavone, P.C., is to protect your family unit and provide financial and psychological security by creating an estate plan specifically designed for your unique circumstances.
We work closely with our clients to understand their unique situation and needs of each person involved. We always ensure that our clients are informed about various options they have, as well as help them choose which estate plan will be best for them.
Click below to learn more about:
Estate Planning with Wills
Estate Planning with Trusts
Asset Protection Planning
Special Needs Planning
Click below to download the forms:
Estate Planning Questionnaire - Single
Estate Planning Questionnaire - Married