Our firm provides estate planning and probate services to individuals with estates of all sizes
Providing for an orderly transition of assets can reduce tax burdens, minimize legal costs, and eliminate problems for family members after death.
When a client’s assets are substantial or include a closely-held business, estate planning becomes even more important. Tax issues, including the proper valuation of assets and minimization of inheritance taxes, require in-depth knowledge of tax law and finance. With blended families and second marriages, it’s essential to document your planned distribution of assets to avoid the pitfalls of old wills and trusts, as well as the application of general principles of law inconsistent with your desires.
In the case of a family-owned business, providing for an orderly change of ownership allows continuity of operations and retention of the business’s value. With our extensive experience in matters of business organization and law, the Provo estate planning lawyers at AFMJ can protect the value of your business by providing for an orderly transition.
When a family member is disabled or has special medical needs, wise estate planning can provide a vehicle for allowing the family member to continue living a comfortable and worthwhile life. We can establish special needs trusts and make other provisions to ensure that these special needs are met.
Our firm provides estate planning and probate services to individuals with estates of all sizes, including: