Estate Planning

Roemer & Harnik is here to help you understand and craft an estate plan that reflects your own wishes and values. A good estate plan can help you minimize estate taxes, protect and plan for your loved ones, ensure that your own wishes are carried out (not the wishes of the state), and enable someone to handle your finances, healthcare and personal needs if you become incapacitated.

​A good estate plan will also help you avoid the unnecessary stress and expense of probate entanglement. Probate is a division of the court system. It is the court where wills are examined and ordered to be carried out, where conservatorships for adults are established, and where wills and trusts can be disputed. It is also the place to go when someone died without a will.

​If probate proceedings become necessary, we will help you or your loved ones navigate the court process. However, with a good estate plan, you will ideally never need the probate department. Avoiding Probate ensures greater privacy, saves time and money, and reduces stress on you and your loved ones.

​(While Roemer & Harnik LLP does not specialize in taxation nor provide tax advice, we work closely with your tax advisor to create a comprehensive plan.)

Who We Serve

Roemer & Harnik helps clients achieve a comprehensive estate plan suited to their needs. Typical clients are financially independent persons who are entrepreneurs, professionals, business people, retired persons, or those nearing retirement. We also assist clients needing representation in the probate court.

What We Do

  • Last Will & Testament
  • Power of Attorney for Finances
  • Advance Healthcare Directive (Living Will)
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • IRA/Retirement Asset Trusts
  • Special Needs Trusts
  • Charitable Trusts
  • Probate Court Proceedings