Lifetime and Testamentary Estate Planning
The specialized knowledge and extensive experience of Vuono & Gray, LLC affords our clients the expert guidance needed to analyze and create appropriate lifetime and testamentary estate plans.
This expertise, along with a firm commitment to stay abreast of the latest rulings and ever-changing legislation, enables Vuono & Gray, LLC to structure estate plans that achieve long-term objectives, simplify administration and defer and minimize tax liabilities.
Vuono & Gray, LLC has the experience and expertise to provide lifetime and testamentary estate planning in the following areas:
 Create tax and financial plans, which may include:
- Analysis of assets, including appropriate titling of assets
- Maintenance of confidentiality and avoidance of probate
- Tax projections and planning
- Utilization of revocable and irrevocable trusts
- Ownership and disposition of interests in closely-held businesses
- Generation-skipping transfers
- Charitable and family gifts
- Pre-nuptial and post-nuptial agreements
- Medicaid and nursing home planning and asset protection
- Retirement planning
- Education funding methods
- Insurance planning (life, disability, long-term care, liability, etc.)
Prepare appropriate documentation, including:
- Wills
- Living wills
- Powers of attorney
- Revocable and irrevocable trusts
- Family limited partnerships
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