Mehta & Mann prides itself on its ability to develop creative estate planning options to protect its clients' personal and business interests.

Estate planning involves a detailed evaluation of each client's personal circumstances and developing a comprehensive plan to achieve all of the client's life planning goals .

One of the primary objectives in this area is to protect the client's property and assets from being unnecessarily taxed due to estate and gift taxes and to avoid probate. Another primary objective in estate planning is to ensure that the clients' personal objectives, such as providing for their children in the event that they cannot, are satisfied.

Comprehensive estate planning addresses many issues that occur during lifetime such as wills, trusts, insurance trusts, guardianships, conservatorships, and limited family partnerships, among other things.

Many of our clients also ask us to create a comprehensive plan for their children who have special needs due to a disability. These plans require us to evaluate and prepare for a child's needs long after the parents are unable to provide for the child's needs.
Many times, such plans include a special needs trust or an irrevocable life insurance trust.

Each client's needs are different and must be evaluated in that light.

We believe that effective planning can save families considerable grief in the event of the loss of a loved one.

To discuss your estate planning needs, please contact us