Caruço Law
PLLC
Estate Planning
Our team is dedicated to providing personalized estate planning services to our clients.
Early in my legal career as a judge advocate, my practice included providing such services to active duty service members. I have continued this focus through advanced study to provide a tailored approach to help secure our clients' legacy and to protect their loved ones.
From drafting wills and establishing trusts to creating healthcare directives and minimizing tax liabilities, we guide you through every step of the estate planning process with care and precision. Our intimate practice size allows us to offer unparalleled attention to detail, responsive communication, and a deep commitment to your peace of mind.
Whether you’re planning for the future, protecting assets, or ensuring your wishes are honored, we deliver expert legal solutions that reflect your values and priorities.
Let us help you create a plan that stands the test of time.
1
Wills
The cornerstone of any estate plan. Ensure that your assets are distributed according to your wishes, name guardians for minor children, and appoint a personal representative to manage your estate.
2
Trusts
Whether a revocable living trust to avoid probate or a special needs trust to support a loved one, these are powerful tools to manage and protect your assets.
3
Gifting Strategies
Maximize your generosity through tax-efficient gifts during your lifetime, reducing the taxable value of your estate while benefiting your heirs or charitable organizations.
4
Power of Attorney
Allow a trusted individual to manage your financial affairs if you become incapacitated.
4
Health Care Directives
Prepare for unforeseen medical circumstances with advance directives, such as living wills and designations of health care surrogates.
4
Probate Avoidance
Whether it be joint ownership, beneficiary designations, and/or trusts, ensure your estate transfers seamlessly to your loved ones.
4
Estate Tax Planning
Minimize exposure to federal estate tax through the use of exemptions and advanced planning tools.
4
Business Succession Planning
Protect your legacy and ensure a smooth transition to the next generation of key partners.
4
Charitable Giving
Incorporate philanthropy into your estate plan with charitable trusts, donor-advised funds, and more.