Estate Planning

Wills, trusts, and estates

Estate Planning

Estate planning means different things to different people.

For young parents, estate planning usually means setting up a framework in case tragedy strikes. That often includes appointing a guardian for children, and setting up a trust to hold life insurance and other assets for financial security.

For others, estate planning might be focused on reducing estate tax, structuring gifts to loved ones or nonprofits, planning for incapacity or long term care needs, simplifying probate, protecting a special asset such as family camp, preserving a legacy for your children, or all of the above.

At Casco Bay Law, we will work together to create a thoughtful, customized estate plan based upon your needs. At each step, we'll help you ask the right questions, and we'll explore various options for your to consider.

We provide services in the following areas:

  • Wills

  • Living Trusts

  • Advance Directives and Powers of Attorney

  • Medicaid Asset Protection Trusts

  • Charitable Remainder Trusts

  • Family Cottage Trusts and LLCs

  • Special needs trusts

  • Business succession planning

  • Codicils and Trust Amendments

To learn more and explore your options, please contact us to schedule an initial consultation. During our meeting, you can share some of the details of your specific situation, and we can discuss how to move forward. We look forward to speaking with you.