Estate Planning

Estate Planning Done Right

Do you really want to risk something as important as planning your estate, making a will, or designating a health care proxy? No.

You need an experienced estate planning attorney to guide you and ensure your documentation will deliver the results you intend.

Choosing a seasoned lawyer for estate planning, wills, trusts, and living wills is a wise decision. It takes a lot of knowledge and experience to create an effective estate plan.

You need an attorney who understands the complex issues involved, knows Connecticut and federal tax laws, is versed in asset protection strategies, and anticipates a wide range of legal issues that you may not have even thought of.

Get Knowledgeable Guidance and Support

With every estate plan, there are family dynamics involved. Sometimes, it can be difficult to navigate them. It’s challenging when differing opinions and complicated relationships are involved. But that’s where our firm actually shines. With Attorney Lewis’ additional training in family dynamics and human behavior, as well as his interest and B.A. degree in Psychology, he really “gets it.” He is a compassionate and objective listener to your needs and an effective and knowledgeable planner to help ensure that your desires are fulfilled. With our firm’s help, you can successfully navigate even the most fraught situations around estate planning. You’ll feel confident that the end result is a plan that meets your wishes, addresses your concerns, and benefits from Connecticut and federal estate planning laws.

Avoid Estate Planning Mistakes

Every estate planning process is different. This is perhaps the best reason to find an experienced estate planning attorney who’s handled many different estate planning issues and challenges. Mistakes can be costly, and your assets need to be protected.

Disputes over estates can be so emotionally challenging for family members already dealing with grief after the loss of a loved one. They can also be very expensive and time-consuming.

Having an experienced trusts and estates lawyer like Attorney Lewis means minimizing potential disputes and litigation down the road for your family. The goal is to ensure your wishes are carried out as you intended. To do that right requires careful consideration and a thorough understanding of legal and financial issues. And that’s what our firm delivers.

What Clients Say

“Words cannot possibly describe the gratitude we have for all you have done for us. Please know that among our prayers is one that humbly asks that everything you have helped us to obtain comes back TEN FOLD to you & your family. Especially the many intangibles! Thank you!!!!”

– Frank + Kathy + Keighly

Estate Planning Services

  • Preparation of Wills and Trusts
  • Selection of Executor/Executrix/Trustee(s)
  • Guardianship
  • Revocable and Irrevocable Trusts 
  • Trusts for asset protection
  • Charitable trusts
  • Living trusts
  • Referrals and consultation with tax advisors
  • Living Wills
  • Advanced Health Directives 
  • Appointment of Health Care Agent/Proxy
  • Powers of Attorney
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