Caruço Law
PLLC
Estate Planning
Our team is dedicated to providing personalized estate planning services to our clients.
Early in my legal career as a judge advocate, my practice included providing such services to active duty service members. I have continued this focus through advanced study to provide a tailored approach to help secure our clients' legacy and to protect their loved ones.
From drafting wills and establishing trusts to creating healthcare directives and minimizing tax liabilities, we guide you through every step of the estate planning process with care and precision. Our intimate practice size allows us to offer unparalleled attention to detail, responsive communication, and a deep commitment to your peace of mind.
Whether you’re planning for the future, protecting assets, or ensuring your wishes are honored, we deliver expert legal solutions that reflect your values and priorities.
Let us help you create a plan that stands the test of time.
1
The cornerstone of any estate plan. Ensure that your assets are distributed according to your wishes, name guardians for minor children, and appoint a personal representative to manage your estate.
2
Whether a revocable living trust to avoid probate or a special needs trust to support a loved one, these are powerful tools to manage and protect your assets.
3
Maximize your generosity through tax-efficient gifts during your lifetime, reducing the taxable value of your estate while benefiting your heirs or charitable organizations.
4
Allow a trusted individual to manage your financial affairs if you become incapacitated.
4
Prepare for unforeseen medical circumstances with advance directives, such as living wills and designations of health care surrogates.
4
Whether it be joint ownership, beneficiary designations, and/or trusts, ensure your estate transfers seamlessly to your loved ones.
4
Minimize exposure to federal estate tax through the use of exemptions and advanced planning tools.
4
Protect your legacy and ensure a smooth transition to the next generation of key partners.
4
Incorporate philanthropy into your estate plan with charitable trusts, donor-advised funds, and more.