Trust Administration
When it comes to administering a trust, Walny Legal Group helps clients avoid costly errors.
Titling of Assets
Most large assets, such as real estate, cars and boats, have titles that prove ownership. Improper titling can cause major problems when it comes to the transfer of those assets.
Estate Administration & Probate
Often assets need to pass through probate following the death of a loved one, and Walny Legal Group helps clients manage this sometimes cumbersome process.
Changes of Residency Planning
Laws vary greatly from state to state and country to country. Walny Legal Group helps ensure that estate plans are appropriate regardless of where you live or might move.
Beneficiary Designations
There are many vehicles used to transfer assets to another person, but people often overlook the basic task of ensuring that designated beneficiaries by individual policy match the overall estate plan.
Prenuptial Agreements
The difficulty of divorce can be mitigated by a thoughtful and well-crafted pre-nuptial agreement.
Postnuptial Agreement
Agreements entered into after marriage can help couples and families protect assets and minimize tax exposure in some cases.
Gift Planning
Every person has a right to make certain tax-free gifts and these gifts can be powerful wealth transfer tools when planned properly.
Family Foundations
Walny Legal Group can help clients determine if a family foundation is the appropriate way to leave a lasting legacy.
Donor Advised Funds
When it comes to leaving a lasting legacy, donor advised funds can be a feasible and affordable alternative to family foundations.
