© 2017 by Weiner & Cummings, P.A.. 

Estate Planning

Building an Estate – For business owners, we provide advice and consultation regarding optimum forms of business organization; Employee Benefit Plans; negotiation of financing arrangements. For business executives and professionals, we provide advice and consultation regarding employment agreement, fringe benefits, and deferred compensation arrangements.

Managing an Estate – We provide advice, consultation, and preparation of documents regarding powers of attorney in the event of disability; referrals to other professionals for investment management and insurance planning including disability income insurance and long term care insurance; and other arrangements involving planning for incapacity.

Disposition of an Estate – We provide advice regarding business succession planning, planning for the care of minor children; use of various of types of trusts for the protection of family members from creditors and to promote proper utilization of estate and trust funds; and drafting of wills, revocable living trust agreements, and other types of trust documents.