Every individual and family has unique needs when it comes to estate planning. At Solan, Park & Robello we offer personalized services to ensure your plan fits your specific situation.
Young Families:
As a young family, your primary concern might be the well-being of your minor children. We help you set up guardianship arrangements, create trusts for your children’s education and upbringing, and ensure life insurance policies are in place to provide financial security.
Business Owners:
For business owners, estate planning includes creating a succession plan to ensure your business continues to thrive. We assist with transferring ownership, minimizing taxes, and protecting your business assets, ensuring a smooth transition to the next generation or new owners.
Retirees:
As you approach retirement, your focus may shift to preserving your wealth and planning for long-term care. We help you navigate retirement account distributions, set up healthcare directives, and implement strategies to minimize estate taxes.
Blended Families:
Blended families face unique challenges in estate planning. We work with you to create a plan that addresses complex family dynamics, ensuring fair distribution of assets and protecting the interests of all family members.
No matter your situation, we can create an estate plan that meets your unique needs and goals. Contact us today to schedule a consultation and start planning for your future.