Estate Planning
Protect Your Legacy. Secure Your Future.
At Horizon Private Wealth Law, we help business professionals and their families secure their financial future, protect their loved ones, and ensure their affairs are carried out in line with their wishes.
We offer custom estate planning services, including:
- Drafting and reviewing wills
- Establishing trusts
- Appointing powers of attorney
- Creating health care directives
- Customizing estate and gift tax planning
- Developing wealth succession plans
- Assisting foreign nationals with business and financial plans
- Devising tax-efficient strategies for making gifts and passing assets to loved ones and charitable causes
Through strategic business structuring and sound estate planning, we ensure legal safeguards are in place to protect your loved ones, mitigate your tax burden, and preserve your assets for future generations.
Additional Forms & Estate Planning Services
Estate planning includes more than just planning for your financial future. An estate planning attorney can also help you establish directives for future health care and end-of-life decisions. Common estate planning forms include:
Durable Power of Attorney
This legal document appoints a trusted person to handle financial, legal or healthcare decisions if the individual becomes incapacitated. As an estate planning tool, a durable power of attorney helps ensure continuity if you are no longer able to make decisions for yourself. It can also help avoid lengthy guardianship cases.
Living Wills
A living will is a critical end-of-life healthcare document that allows you to state your wishes for medical care if you become incapacitated and are unable to make decisions for yourself.
Without a living will or advanced care directive, loved ones may be left to make these decisions without your guidance. This can be emotionally traumatic for family members during an already difficult time. You can help bring closure and reduce potential conflict among your family by instituting a living will.
Health Care Surrogate Designation
Designating a health care proxy or surrogate means this person is authorized to make healthcare decisions on your behalf if you are no longer able to do so. This document authorizes decisions for health care-related matters only.
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15+ Years Experience
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Our firm specializes in helping business professionals and their families maximize their investments and preserve their wealth.
