No matter your stage in life, a well-designed estate plan provides invaluable benefits for you and your loved ones. Whether your goal is to ensure your children are cared for according to your wishes or to implement a sophisticated succession plan for a multi-million-dollar family business while minimizing tax liabilities, our attorneys can craft a tailored estate planning package to meet your needs. A properly prepared estate plan not only protects your legacy but also reduces future tax burdens, court costs, and legal fees, allowing your loved ones to navigate the process with clarity and peace of mind.
A comprehensive estate planning package typically includes:
Last Will and Testament
Revocable Trust Agreement
Durable Power of Attorney
Health Care Power of Attorney
Living Will
These essential documents benefit individuals at any life stage, providing security and control over asset distribution and decision-making. For those with potential estate tax exposure, small business owners, or individuals with unique family assets, we offer sophisticated legal strategies to ensure a seamless transition of assets, minimize transfer tax implications, and structure ownership in the most financially advantageous manner.
At Taylor Law, we also integrate our expertise in related areas such as entity formation (LLCs, partnerships), trust agreements, asset protection, and income tax planning to enhance the efficiency of your estate plan and minimize probate costs. Our holistic approach ensures your wealth is preserved and passed on according to your intentions while optimizing tax and legal outcomes.
I have known David and his associates for about 16 years. The firm has represented me in asset protection and estate planning. I have found them to be creative, precise and thorough. The firm takes an interest in their clients beyond the typical attorney/client relationship. I highly recommend them and their integrity is beyond reproach.
I have had the pleasure of working with David Taylor for the last few years and am honored to be able to provide him a professional recommendation.
Without question, David Taylor stands out as the most exceptional elite tax, estate, and asset protection attorney I have ever had the privilege of working with.
After selling our primary business to private equity almost 20 years ago, on the recommendation of a friend, we reached out to David Taylor to develop and implement a comprehensive estate plan for the benefit our family and to ensure an orderly succession of other varied business interests. David braved the extreme elements, traveling through a significant snowstorm to meet us at our home. That day was the beginning of a true and treasured friendship and a strategic partnership that extends to this day.
We are incredibly grateful and blessed to have had David Taylor by our side.
Selling my company to a Private Equity firm was a pivotal moment in my life, and I quickly realized I needed an expert to protect my interests and maximize the transaction's value. David Taylor’s innovative approach and expert guidance not only saved me substantial income taxes but also put a sophisticated estate and asset protection plan in place for my family’s future. His strategic vision, responsiveness, and problem-solving skills have made him my most trusted advisor, giving me complete peace of mind for years to come.
Working with David Taylor at Taylor Law has been an absolute pleasure. Their deep expertise, hard work, and unwavering dedication have consistently delivered outstanding results. They approach every challenge with a level of talent and precision that instills confidence, making even the most complex tax matters feel manageable. I highly recommend their team to anyone looking for a skilled and reliable tax attorney.
I have enjoyed getting to know David Taylor and his team. They are responsive, competent and good communicators. We have appreciated their professionalism and willingness to go the extra mile. Their expertise in complex cases has exceeded expectations.