Financial Powers of Attorney
A Financial Power of Attorney is a document that allows one person (the “Grantor”) to name another (the “Agent”) to make financial decisions on behalf of the Grantor. Just like a Will, not everyone needs a fancy or expensive Financial Power of Attorney; it really depends upon your wealth and the complexity of your situation. […]
Estate Planning for LGBTQ Community
Following the recent Supreme Court case, United States v. Windsor, estate planning for same sex couples who are married is substantially the same as planning for couples in a heterosexual marriage. Accordingly, there is generally no need to have specialized estate plans for same sex couples who are married. Basic estate planning strategies include creating […]
Asset Protection Trusts
Asset Protection Planning is a broad term used to describe the many methods by which an individual or family can preserve their wealth from claims by creditors. The creation of an asset protection trust is just one of many ways to protect your assets from creditors. It can also be one of the more expensive options […]
Asset Protection Planning
What Is Asset Protection Planning? Asset Protection Planning is a broad term used to describe the method by which an individual can preserve his or her wealth from claims by creditors. The approach taken in arranging an asset protection plan will depend on many factors. How Do We Help Clients? At The Pollock Firm LLC, […]
Advanced Health Care Directives and Living Wills
An Advanced Health Care Directive is a document in which the Grantor expresses his or her wishes in the event that he or she becomes brain dead, terminally ill, or permanently unconscious. An Advanced Health Care Directive is often referred to as a Living Will. Regardless of your wealth, everyone needs a Living Will. Here […]
Estate Planning for Ultra High Net Worth Families
The attorneys at The Pollock Firm LLC counsel clients around the world in international estate planning, business succession planning, tax planning and philanthropic planning matters. Additionally, we advise clients on the unique wealth transition issues that affect high net worth families such as dynastic planning, legacy planning, management and control of assets, ensuring liquidity and […]
Estate Planning
The Pollock Firm LLC utilizes a collaborative approach to the Estate Planning practice. Whether an estate is large and complex or more modest, we carefully listen to our clients and work with them to develop long-term personal and family goals. Our experience and creativity enable us to provide practical and sensible solutions to the tax […]