Estate Planning and Wealth Management

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Estate Planning and Wealth Management

Estate planning is a critical task for people of all income and wealth levels, as it is how you take control over what happens to your estate after you pass.

At Fuchs & Roselli, Ltd., our Estate Planning and Wealth Management Group offers a comprehensive and integrated approach to meeting clients’ estate planning, tax and wealth management needs. Our team is always mindful of the impact our services have on both the client and the client’s family, so we approach every engagement with the intention of establishing a long-term relationship as counselor to both the client and their family.

We constantly seek to develop methods for achieving clients’ personal goals for preserving and transferring wealth while minimizing the impact of income, estate, gift and generation-skipping taxes that could otherwise get in the way of those objectives.

Our services in this practice area include:

General trusts and estate planning
Wealth transfer agreements
Estate and trust administration
Privately held business planning

Retirement planning
Disability planning
Charitable planning
Succession planning

Begin here.

Begin planning your future of your estate with the help of our attorneys

Frequently Asked Questions

Why is estate planning important?

With estate planning, you maintain control over what happens to all of your assets and possessions, the kinds of medical and end-of-life decisions you want made if you are incapacitated, what will happen to any minor children you have and what sorts of charitable giving you wish to perform. Attorneys help you make these decisions in ways that will minimize your potential tax liability.

What is estate and trust administration?

Our estate and trust administration services include conduct of probate and guardianship proceedings, providing counsel to executors and trustees, preparation of accountings and estate and fiduciary tax returns, and handling all aspects of post-mortem tax and estate distribution planning.

What sort of estate planning do you do with business owners?

We work with owners of closely held businesses in developing arrangements for passing management of the business from one generation to the next, in providing for the care of family members who are not involved in the business, in addressing the impact of marriage and divorce on the business, and in addressing the business liquidity needs caused by estate taxes.

We also assist individuals (both business owners and otherwise) with planning distributions from tax-qualified retirement plans and IRAs, during and after their lives.