Estate Planning

When you hire David K. Sergi & Associates, P.C. to assist you with your estate planning, our Estate Planning Section starts by asking you pertinent questions so that we can learn as much as possible about your assets and obligations, as well as your goals and objectives. Next, our Estate Planning Section carefully explains the different strategies available to help you meet your objectives, including the use of wills and trusts, the re-titling of assets such as homes or financial accounts, and lifetime gifting. Once you have selected the strategy that best fits your needs, our Estate Planning Section prepares all the documents required to put your estate plan into place, including:

  • Wills
  • Trusts
  • Powers of attorney
  • Health care directives