Estate Planning
It is never too early to plan for tomorrow.
At Lubera & Parnell, P.L.C., we believe estate planning is far more than the preparation of legal documents, it is the thoughtful design of a plan that ensures your wishes are honored both during your lifetime and after your passing. Our approach centers on building a close, personal relationship with you as we craft a plan tailored to your unique family, financial, and business needs.
We guide you through every step of the process, explaining your options clearly and keeping you informed about the latest developments in estate planning law. To meet your goals, we utilize a wide range of planning tools, including living trusts, pour‑over wills, financial and medical powers of attorney, HIPAA authorizations forms, irrevocable life insurance trusts, and charitable trusts.
Our attorneys bring extensive experience to both common and complex planning situations. Whether your plan involves minor children, beneficiaries with special needs, a family cottage trust, or even provisions for beloved family pets, we ensure every detail is addressed. A well‑crafted plan also ensures that your end‑of‑life wishes are respected and followed.
We also provide deep expertise in charitable planning. If you wish to incorporate charitable gifts into your estate plan, we will review all available options—from outright bequests to more sophisticated structures such as charitable trusts, or private foundations, so you can choose the most effective strategy for your legacy. Our team prepares all necessary documents to properly establish and carry out your charitable intentions.
In addition, our attorneys are skilled in integrated asset protection and preservation planning. This may include assessing potential risks, identifying areas of exposure, and implementing strategies designed to safeguard and diversify concentrated assets.
Our mission is to make the estate planning process a positive, empowering experience, one that brings clarity, confidence, and long‑term security to you and your loved ones.