Estate Planning, Estate Settlement & Elder Law

At La Tanzi, Spaulding & Landreth, estate planning is all about putting our clients in control of their life, future and desires for themselves and their family. An estate plan should reflect one’s personal preferences, and the process should be open and understandable. We take time to explain clients’ rights and options in a meaningful and understandable way, while also providing the professional judgment and experience clients deserve. We counsel clients on simple or complicated matters with the same commitment, as we recognize the outcome, no matter how simple or complicated, is important to our clients.

Through thoughtful estate planning clients can protect themselves and their assets during life and provide for family or other heirs after death, while also minimizing taxes and other costs. With proper planning, clients can maintain control over who will inherit assets, how these assets will pass to desired beneficiaries and who will be designated with authority to oversee the plan following death.

We provide confident, comprehensive advice in planning, drafting documents and implementing estate plans. We also have broad experience in reviewing and updating (if necessary) out of state documents for people moving to Cape Cod.

While adept in many areas, La Tanzi, Spaulding & Landreth’s estate planning attorneys have particular expertise in:

  • Wills and Trusts
  • Powers of Attorney
  • Health Care Proxies
  • Living Wills
  • Prenuptial and Postnuptial Agreements
  • Special Needs Trusts
  • Asset Protection Trusts
  • Estate Tax Planning
  • Business Succession Planning
  • Elder Law Advice
  • Long Term Care Planning
  • Medicaid Planning and Applications
  • Charitable Legacy Planning
  • Review of Out of State Documents
  • Florida Domicile Advice
  • Planning Documents