Estate Planning & Trust Administration
Proper estate planning is one of the most meaningful steps you can take to secure your family’s future. The attorneys at Stern Mendez craft comprehensive plans tailored to your goals, including drafting wills, establishing trusts and ensuring your estate is administered smoothly and according to your wishes.
Our Estate Planning & Trust Administration Services
Estate planning is the process of preparing the distribution of one’s assets in the event of incapacity or death.
Learn MoreAsset protection is the process of ensuring your assets from creditors, unwanted distribution, liquidation and excessive taxation.
Learn MoreA trust administrator, also known as a trustee, holds the trust’s assets and administers them according to the terms of the trust.
Learn MoreProbate and estate administration is the process of distributing the deceased’s estate to his or her descendants.
Learn MoreCorporate planning permits individuals and businesses to separate their individual assets and liabilities from that of the corporation’s, establish a succession plan and reduce the size of the business-owner’s taxable estate. The incorporation process includes selecting the appropriate corporate entity, drafting corporate bylaws and planning for the day-to-day operations of the business.
Learn MoreGuardianship is a legal arrangement in which a court appoints a responsible individual to make decisions on behalf of someone who is unable to do so themselves. At Stern Mendez, we assist families and individuals through the often-sensitive process of establishing, modifying or understanding guardianships. Our experienced attorneys represent clients…
Learn MoreWhy Clients Choose Stern Mendez
- Attention to family dynamics and financial goals
- Collaboration between legal and financial advisors
- Personalized plans—we understand one size doesn’t fit all
- Transparent communication and client education
Start building peace of mind today. Schedule a consultation or call (847) 868-9584.
