Estate planning is about considering your options, protecting your assets and planning for the future. Perhaps most importantly, it’s about ensuring security for you and your loved ones. Our attorneys focus on planning for the needs of your family and/or business to ensure that your wishes are properly implemented. A full understanding of your assets, health, objectives and relationships with the intended beneficiaries is critical to preparing a customized plan to best protect your interests and reach your goals.
We understand how to apply all of the available tools to your specific situation. Goldenberg Heller & Antognoli has protected our clients and their assets for more than 30 years, providing personal guidance and plans for tax efficiencies, health care, end-of-life care, costs of administration and smooth transitions to beneficiaries.
Our Approach to Estate Planning
While your estate plan is anchored by a will, several other components can help you protect your wealth, health and beneficiaries, including:
Property powers of attorney appoint an individual to manage your assets, property, bank accounts and financial matters in the event you become unable to competently do so yourself.
Health care powers of attorney appoint a person to make health care decisions for you in accordance with a health care directive in the event you become unable to make such decisions yourself.
Trusts protect beneficiaries and ensure distribution of assets as planned. There are several types of trusts, including living trusts, supplemental needs trusts, special needs trusts, life insurance trusts and multi-generational dynasty trusts.
Business succession planning will reduce tax exposure and risks, and better protect your assets during the transition of ownership or management.
Tax planning creates efficiencies in the distribution of assets and property to beneficiaries with the use of trusts, gifting, liability protections and other forms of asset protection.
Prenuptial or premarital agreements can be solidified through an estate plan, which allows for clearer expectations from both parties in case of divorce.
Family limited partnerships (FLP) is an entity that offers liability protections to its limited partners. It may offer tax benefits and flexibility regarding management of assets, liabilities, amendments, gifts, growth and transfers of interest.
Multi-generational dynasty trusts allow families to plan for the long term, implementing durable methods for transferring wealth over generations, and enabling beneficiaries to successfully manage a family’s legacy while limiting exposure to taxation and creditors.
Estate planning laws and legal procedures change often, and the guidance of a devoted attorney is crucial. Our firm remains available throughout your life to provide assistance as your circumstances change to ensure that your estate plan continues to work as you intend. We are available to update your plan when significant changes to your wealth, health or family occur.
Free Estate Planning Consultation
We assist clients with their estates and trusts throughout St. Louis and the Metro East area in both Illinois and Missouri. Our attorneys are ready to help secure your legacy for the future.
“Your knowledge, patience, and comfortable approach made this experience much easier for me.”
“Your firm is so professional. They make me feel like family more than anything else. Everyone is very kind and courteous. They go to no limits to get the job done.”
“I get answers to all my questions the day I call, that alone is wonderful. I am very happy to have Goldenberg Heller & Antognoli representing me.”