Sutton Law Group, PA counsels clients on all matters pertaining to estate planning and probate. The firm’s goal is to integrate estate planning into the client’s overall personal and business planning, taking into consideration special assets such as closelyheld businesses, partnerships, limited liability companies, real estate (including special use valuation for agricultural property), life insurance and retirement plan distributions. Our office can assist you to draft wills, premarital agreements, revocable trusts, irrevocable trusts, living wills and powers of attorney for health and financial purposes. The firm also assists clients with the formal administration of estates, trusts and guardianships if formal administration is required. While Sutton Law Group, PA has a wide range of clients (including individuals, entrepreneurs, corporate executives and owners of closely held businesses) our firm takes a very personalized approach to help our clients reach their goals. We help them accumulate, preserve, protect and transition their wealth in a transfer taxefficient fashion consistent with their family values.
We also try to take the complexity out of the planning process. For example, we develop and implement understandable estate plans that can carry out the personal and family objectives of our clients in a sensitive manner. We believe estate planning should take into account opportunities that occur during the person’s lifetime, so we plan for current and projected changes in federal and state income, and estate and gift tax laws, to help minimize the need to update the plan any more frequently than necessary.
At Sutton Law Group we are accustomed to providing timely, practical, effective, and highquality legal services. Over the years, we have developed and implemented sophisticated plans designed to carry out the personal and family objectives of our clients in a sensitive manner, while minimizing estate and income taxes. In our view, personal, financial, and estate planning should focus not only on the disposition of a client’s property at death, but also should take into account opportunities that occur during the person’s lifetime.