Estate Planning

Assisting Clients with their Wills and Trusts

With more than 25 years of experience, attorney Robert C. Welch, Jr. possesses in-depth knowledge about estate planning and can help you with:

  • Planning and preparing Last Will & Testaments
  • Minimizing estate and inheritance taxes
  • Establishing Trusts
  • Planning Gifts and preparing Gift Tax Returns
  • Asset protection
  • Guardianship
  • Business Succession Planning
  • Durable Financial & Medical Power of Attorney and Living Wills

Creating the desired estate plan

Estate planning attorney Robert C. Welch, Jr. can advise you on different approaches to planning your estate.  His vast experience with complex estates is particularly valuable for individuals or couples of significant worth.  He is well versed on inheritance and estate taxation.  Attorney Welch will explain your estate planning options available with a Will or Trust depending upon your desires or circumstance.

Writing your Last Will and Testament

A Last Will & Testament provides you with the opportunity to distribute your assets that are controlled by your Will.  It is important to understand how a Will operates.  Your Will may designate specific bequests for loved ones and/or philanthropic causes, establish Guardians for your minor children in addition to naming your fiduciary representatives, i.e., Executor or Executrix.  As an experienced estate planning attorney, Robert C. Welch, Jr. will help you accomplish your goals in your Last Will and Testament.

Establishing Trusts

If desired, Attorney Welch will explain whether specific legal tools such as a Trust can benefit your estate or family.  There are many different types of Trusts that can be written depending on your estate taxation or family situation.  For example, a Trust could accomplish asset preservation, protect assets for a minor or young adult as well as plan for the financial care of a loved one