Estate PlanningThe greatest amount of assets to transfer between generations is expected to take place between now and the year 2035. J. Bryan Nugen, Attorney at Law, P.C. assists its clients with the smooth transfer of their wealth, accomplishes client personal goals, all while doing the most to minimize taxation. We utilize sophisticated estate planning software for tax calculation, document preparation, and electronic storage. Our clients work a lifetime to earn and maintain their wealth. They expect and deserve the type of representation J. Bryan Nugen, Attorney at Law, P.C. provides: knowledgeable, thorough, efficient and accommodating. Our attorneys and staff regularly work with the teams surrounding the client, such as financial planners, certified public accountants and investment advisors. Clients typically come to our firm with issues related to Wealth Preservation, Tax Minimization, avoidance or reduction in the need for Probate, Medicaid and Long-Term Care concerns, Charitable Inclination, Guardianships, Domestic Partner/Second Family/Second Spouse issues. We pride ourselves on suggesting the most appropriate Estate Planning and Wealth Preservation documents for the unique situation of each client. These suggestions may include, but are not limited to Trusts, Wills, Charitable Bequests, Living Wills, Powers of Attorney, and the like. J. Bryan Nugen, Attorney at Law, P.C. looks forward to assisting you.
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