At The Law Offices of Susan Taxin Baer
we believe that every client's needs are unique.
- We meet with you, listen to your concerns and work to fulfill your objectives;
- We do not put you into form documents; rather, we draft documents to meet your needs so that your plan will be implemented and maintained exactly as you intend;
- We do not view estate planning as a one-time effort; instead, we help mold an estate plan by building in contingencies, meeting with you, and reviewing your documents as changes occur in tax laws, your finances, and/or family situations , or a mere lapse of time;
- We allot time for comprehensive meetings with you, acting as a catalyst to learn not only basic information about your family, but also certain facts you might not otherwise consider as an important issue to be addressed;
- We try to make you feel comfortable in the estate planning process; we welcome your questions and our goal is to explain the law, its impact on your plan, and how your documents will be administered, all in a way that you can understand.
- We will often suggest alternative estate planning approaches than the one you may have in mind in order to better protect your assets and, in the long run, to save estate taxes.
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