Estate Planning &
Although often difficult to think about, having a solid estate plan is a very important step in your life and can protect your family and assets.
Fabrizio & Brook is ready to help you plan your estate and keep it updated as your life changes which provides peace of mind to you and your family. We begin by conducting an in-depth interview to determine your goals, your financial situation and any relevant circumstances in your life. We will then discuss strategies to achieve an estate plan in line with your goals and draft all of the necessary documents to meet it. This includes durable power of attorneys and health directives.
Even if you have an estate plan in place, you should be reviewing your plan every few years and especially around events such as getting married, adding children to your family, increase in wealth, divorce and other life changes. It’s never too early to plan for the future and ensure your final wishes are carried out.
In addition, we also represent clients in the areas of guardianships, conservatorships and elder law. If you are helping a family member who is disabled and have concerns, contact us to discuss whether a probate proceeding may be needed.
Navigating through the probate court after someone dies can be a daunting task. Let Fabrizio & Brook ease the stress and concerns of administering the estate. Whether it’s a quick, informal or formal estate proceeding, we stand ready to open the probate, send out all of the notices, assemble an inventory of assets, settle debts and mediate disputes between beneficiaries. We also help with trust administration, including enforcing the terms of a trust. This allows you to concentrate on the people that matter during this difficult time.