Estate Planning
Ronca & Associates prepares custom estate plans to establish asset protection, family legacy, and peace of mind for our clients.
A prudent estate plan will be structured to avoid the need for a conservatorship proceeding during your lifetime and probate proceeding upon your death, as well as to minimize or eliminate estate taxes, providing maximum benefits to you and your loved ones. With our expertise, your estate plan will ensure that your personal and financial affairs are properly memorialized in the event of incapacity and at death.
Most importantly, a well-designed estate plan is the foundation of an orderly settlement of your assets to your loved ones, ensuring that your legacy lives on according to your wishes. Ronca & Associates can assist with every component of a comprehensive estate plan to set you and your loved ones up for success.
Estate planning services offered:
Revocable Living Trusts
Special Needs Trusts
Trusts for Children and Grandchildren, including Generation Skipping Planning
Wills
Charitable Trusts
Irrevocable Trusts
Durable Powers of Attorney
Advance Health Care Directives
Estate Tax Planning
Planning for Retirement Benefits (including IRAs)
Gift Planning and Gift Tax Planning
Advanced Tax Planning
Family Partnerships, Limited Liability Companies, and similar entities
Other Areas of Practice:
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Expertly administer the trust or probate state of your loved one.
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Entity formation, operations, sales and purchases, and succession planning.
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Navigate purchase and sales agreements and leases. Protect your interests. Resolve property disputes.