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Andrews & Young,
P.C. is dedicated to protecting our clients' interests, and
helping our clients realize
their goals. Our attorneys have a combined 59 years of experience
in providing legal services to clients, whether they are businesses
or individuals. Our goal is to provide high quality legal services
in a timely, responsive fashion and at a reasonable cost.
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Our estate plan practitioners have learned that each
client is at a different point in his or her life, and has unique
planning needs, some simple and some complex. Therefore, when we
meet with our clients we focus on listening to their specific situations.
Based on that exchange, we are then able to ascertain their needs
and desires and identify their goals. Where appropriate, we utilize
a team approach to take advantage of the client's other professional
advisors, such as the client's accountant, financial advisor and
insurance professionals. We then propose appropriate actions and
documents to implement those goals, explaining alternatives where
appropriate.
Some concerns we frequently encounter include:
reduction of estate taxes;
avoidance or simplification of probate;
determining the best method to take retirement benefits;
passing assets to the client's beneficiaries in a manner which
will insure that the assets are protected and managed appropriately;
preservation of assets for family members when faced
with the possibility of long term nursing home care;
insuring that a family business passes to the next generation
with as little disruption as possible;
making charitable contributions in a way that will benefit both
the charity and the client's family;
settling the estates of loved ones in an efficient and cost effective
manner;
planning for one's own disability, and dealing with the disabilities
of family members;
providing for family members with disabilities; and
determining whether a gifting program is beneficial.
We offer a breadth of experience and planning capabilities to assist
clients in realizing their planning intentions, whether simple or
complex. Our approach is to provide creative solutions to help the
client recognize and deal with the multitude of issues they may
face, rather than narrowly focusing on the preparation of a will
or trust. For example, some clients may discover that they can increase
their income while benefiting charity. Other clients will learn
that it is not necessary to omit a disabled child from their wills.
Small business clients will learn alternate ways to pass their business
to their children at a reduced tax cost.
Our pre-appointment estate planning package, including an intake
sheet, Estate Planning Handbook and fee agreement are available
on request. We also have information available relating to protecting
life savings from the costs of nursing home care.
Lois Andrews
and Jim Young
practice in the areas of estate planning, wills, trusts and elder
law, and work together as a team to ensure our client's goals
are
met. Mrs. Andrews has practiced in
the area of estate planning and related disciplines for over 25
years. She is a frequent speaker on the
subject and previously served as president of the Estate and Tax
Planning Council of Eastern Connecticut. Also practicing in this
area is Attorney James L. Young, Jr., who was formerly a personal
trust officer at The Oregon Bank and has practiced law since 1981.
Attorneys Andrews and Young are supported by our experienced staff.
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