Wealth Transfer Planning


Estate planning and wealth transfer planning is the process where you prepare for the unforeseen circumstances of your own disability or death.  Sometimes the unexpected occurs in life. The most important decisions we can make are those that prepare ourselves and our families for these unanticipated situations.

Specifically, estate planning allows you to make key decisions with regard to the distribution of your property, your final healthcare wishes, the care of your loved ones, and a whole host of other issues.

The team at Alley Law will guide you through each of these decisions in a way that is proper, personal, and practical for you and your family.

Alley Law’s estate planning counsel we provide includes, but is not limited to:

  • Revocable and Irrevocable Trusts
  • Wills
  • Powers of Attorney
  • Advance Healthcare Directives
  • Guardians for Children
  • Estate Tax Planning
  • Gift Tax Planning
  • Income Tax and Capital Gains Tax Planning
  • Qualified Personal Residence Trusts
  • Irrevocable Life Insurance Trusts
  • Will Substitutes
  • Asset Protection