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 Monroe Moxness Berg PA works with clients to design, implement and administer
a plan that is uniquely tailored to their vision and goals
for the future.
Planning to minimize estate and gift taxes is essential.
Our estate planning attorneys design your plan so that
your succession objectives are carried out in the most
tax efficient manner.
A significant portion of our efforts is directed at working
with our clients to create a plan that recognizes their
life needs while also providing for the appropriate succession
of their assets and values. We have the expertise
and creativity to design plans that allow our clients to
create the financial and philosophical legacy that is so
important to them, their families and the charities they
support.
Our estate planning group is also active in settling and
administering estates, probate proceedings and trusts. We
believe, and devote the resources to ensure, that our clients’ plans
are carried out with the same thoughtful expertise with
which they were designed.
- Asset Protection
- Beneficiary Representation
- Business Succession Planning
- Charitable Giving
- Conservatorships and Guardianships
- Elder Law
- Estate and Gift Tax Planning and Return Preparation
- Estate and Trust Administration
- Exit Planning
- Generation Skipping Transfers
- Independent Trustee Services
- Insurance Planning
- Medical Assistance Planning
- Private Foundations
- Probate
- Revocable and Irrevocable Trusts
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