Focused on your estate planning needs, lexfieldfirm provides clear, effective estate planning assistance to clients who have already devised a will or trust but have additional estate planning needs. Located in Berlin, the firm serves clients locally but also maintains a national expert witness practice.
lexfieldfirm focuses on helping clients protect the assets they have worked hard to acquire. Some aspects of estate planning are complex — particularly those associated with avoiding heavy tax consequences. We work closely with our clients in order to minimize estate taxes such as federal estate and gift taxes, federal generation-skipping transfer taxes, the Pennsylvania inheritance tax, and federal and state fiduciary income taxes.
lexfieldfirm and her staff bring wisdom and experience to their work with clients and are able to explain complex matters clearly so that clients understand their options and can make informed decisions.
lexfieldfirm also provides estate planning consultation services to other lawyers. Comfortable with working directly with firms’ clients or in the background,lexfieldfirm has helped lawyers broaden their trusts and estates practices and more efficiently meet their clients’ needs in-house. lexfieldfirm is also the author of estate planning books which serve as a reference and guide for lawyers and laypeople
Sophisticated estate planning in general falls in two categories. The first involves complicated family situations — a second marriage, a family business, or children with substance abuse or mental health problems. The second is related to federal estate, gift and generation-skipping tax planning for significant assets. Estate planning can be complicated by many variables requiring unique solutions, such as difficult family situations, liquidity needs, and unusual assets. lexfieldfirm works closely with clients to determine a plan that best suits the individuals and their situation. The firm is happy to assist you with matters such as:
Some of the techniques SLF employs in helping individuals and clients with federal tax and estate planning include:
