Features

• A properly conceived estate plan is more than just a series of documents. It is the by-product of extensive interaction between you and your attorney. Our responsibility is to listen to your concerns and wishes, to answer your questions, to ask you questions, and, finally, to recommend documents and procedures which will meet your needs. It is these documents, which have been produced after a careful discussion with you, which form the cornerstone of a successful estate plan.
• Our clients are protected to the fullest extent possible under the law from unnecessary court proceedings and needless taxes. We have extensive experience in providing flexible solutions for a wide range of individuals at all stages of life including the elderly and military.
• Estate planning should begin as early as possible, since it can minimize or eliminate estate taxes and save on court costs and legal fees associated with guardianships and probate. Issues to look at in estate planning include assisting you with a comprehensive will, setting up revocable or living trusts, advising you on charitable contributions, life insurance holdings, business entities and other asset protection strategies.
• To this end, the legal practice at Sim Legal, P.C. includes asset protection strategies; probate, as well as effective strategies to avoid probate, such a revocable living trusts; techniques to reduce estate and transfer taxes, such as gifting and discounting programs and irrevocable trusts, such as GRIT’s, GRAT's, QPRT's and ILIT's; and the formation and administration of tax-favored or tax-exempt organizations, such as charitable remainder trusts.

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