Wills and Testamentary Planning
Crafting a customized will with an experienced attorney is essential to ensure your wishes are carried out and your loved ones are protected. While online templates may seem convenient, they often overlook critical nuances like state-specific laws, unique family dynamics, and complex assets such as businesses or blended family arrangements.
Hurwitz law can help you address potential tax implications, appoint guardians for minor children, and structure inheritances to meet the specific needs of beneficiaries, including those with disabilities or financial vulnerabilities. By working with a professional, you can avoid costly disputes, ensure clarity, and create a will that evolves with your life circumstances, giving you peace of mind and confidence in your legacy planning.
Estate Planning: Trusts
Trusts are powerful tools for managing and protecting your assets, and they come in many forms to suit your unique needs. Whatever your financial goals or family circumstances, a tailored trust can help secure your legacy and provide peace of mind. They are also attainable as a life planning tool and can be built according to your budgets:
- Revocable Trusts Offer flexibility, allowing you to make changes during your lifetime while simplifying asset transfer after you’re gone.
- Irrevocable Trusts Provide robust asset protection and tax benefits but cannot be altered once established.
- Estate Planning Trusts Ensure your assets are distributed smoothly and according to your wishes, such as living trusts for lifetime management or testamentary trusts created through a will.
- Beneficiary-Focused Trusts Protect your loved ones with options like special needs trusts for disabled beneficiaries or spendthrift trusts to safeguard assets from creditors.
- Asset Protection & Tax Planning Trusts Minimize taxes and shield your wealth through strategies like GRATs, QPRTs, or domestic asset protection trusts.
- Charitable Trusts Combine your philanthropic goals with family planning through charitable remainder or lead trusts.
- Specialized Trusts Address unique needs with options like pet trusts for beloved animals or life insurance trusts to manage policy proceeds.
- Pet Trusts
- Gun Trusts
Contact Us to explore the best trust options for you.
Asset Protection & Tax Planning
When it comes to planning for the future, too many people wait until it’s too late. At Hurwitz Law, we take a different approach. I work closely with clients to build plans that anticipate challenges before they arise—protecting not just your assets, but your peace of mind.
Whether you’re navigating the complexities of tax law, preparing for retirement, managing a business, or organizing your digital footprint, we provide tailored strategies that keep your future secure and your goals within reach. Asset protection isn’t just about shielding wealth—it’s about ensuring that what you’ve built is preserved and passed on the right way.
We also help business owners think long-term, offering guidance on succession planning that keeps your enterprise strong through every chapter. And in today’s digital age, we don’t overlook the importance of protecting online accounts, data, and intellectual property as part of your estate.
You’ve worked hard to get where you are. My role is to help make sure it lasts—and grows—from one generation to the next.
We specialize in tailoring our legal service to your needs in these areas:
- Tax Planning
- Asset Protection
- Digital Estate Planning
- Business Succession Planning
Schedule a Complimentary 30-Minute Consultation
At Hurwitz.Law, we believe that thoughtful planning begins with a meaningful conversation.
We offer a private, 30-minute consultation—by phone or Zoom—for individuals and families considering estate planning, elder law, or trust administration services. This conversation allows us to understand your goals, answer your questions, and help determine whether our firm is the right fit for your needs.
Our firm is intentionally boutique. We work with a limited number of clients so that we can provide a high level of personal attention and care. If we’re not the right fit, we’ll do our best to point you in the right direction.
This consultation is not a sales pitch. It’s a conversation rooted in clarity, respect, and the belief that your time—and your legacy—deserve both.
To schedule, please contact our office manager Zara.
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