Wills and Trusts

Estate planning requires careful listening and creative thinking. Most people think of estate planning as a simple set of directions for what should happen to a person’s assets following his or her death, almost a “fill in the blank” practice. While this can be true in some cases, the true art of estate planning lies in developing a plan that both efficiently and effectively meets the goals of the client while dealing with the technical challenges presented by probate and taxation. The strength of the attorneys at Lera Tiberini is their ability to sincerely listen to a client’s desires and concerns in an effort to help each client refine his or her ultimate objectives. We then focus on crafting creative yet practical solutions to help the client achieve these clarified objectives. Our experience combined with our creative thinking helps us implement elegant planning tools for difficult situations. In essence, we take the time to listen to you. Our number one goal is to create a plan that reflects your wishes and gives you peace of mind.

Lera Tiberini offers a full range of basic estate planning services including wills, guardianship nominations, revocable trusts, powers of attorney for asset management, advance health care directives, powers of attorney for health care, and general transfer agreements. These services can include marital deduction, portability, credit shelter, qualified terminable interest property (QTIP), and qualified domestic trust (QDOT) planning for married couples. Our basic estate planning services include assistance with funding your revocable trust and guidance on beneficiary designations.