Donald W. Grabowski

We are dedicated to providing you with quality estate planning services.  When you visit or call our office we want you to feel comfortable discussing such an important issue concerning both you and your family.  

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If you have a well-drafted estate plan in place, you’ll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen.  Our goal is to give you the confidence to know that your loved ones will not have to endure the public process and costly matter of a disorganized Estate Administration or Probate process.  The government won’t be able to take what you’ve spent a lifetime building.  

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Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, we help families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of a disorganized Estate Administration.

 

We provide comprehensive, tailored estate planning services to meet all of our clients’ needs.  Below is a sampling of the type of services we offer.

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Legacy Planning

Legacy Planning is a more holistic approach to estate planning.  We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations.  Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies.  This planning also includes minimizing estate taxes, avoiding the expense and nightmare of a disorganized Estate Administration, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.

 

Family-Owned Businesses

We offer estate planning assistance for the unique needs of Family Businesses.  We help clients preserve this important part of their legacy for future generations.

 

Incapacity Planning

We help clients create a plan to handle their affairs in the event of an incapacity before they pass away.  This includes planning to avoid a Guardianship proceeding.

 

IRA & Retirement Planning

We have experience in the complex area of estate planning with IRAs and other retirement plans.  We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.

 

Elder Law & Medicaid Services

We help clients qualify for government medical benefits legally and ensure their estates are preserved for their families, instead of their nest egg being wiped out by high nursing home expenses.

 

Asset Protection & Business Planning

We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection.  We also assist with Business Succession Planning and Small Business Planning.  Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.

 

Special Needs Planning

We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans.  These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.

 

Trust Administration & Probate

We help families who have experienced the loss of a loved one with the ensuing Estate, Probate, or Trust Administration process.

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Financial Planning

We help clients preserve their wealth and achieve their long-term financial goals.  We work closely with clients’ financial advisors to make sure their estate plan and their financial plan are coordinated and meet the clients goals.