Estate Planning

Without Overkill

Our broad tax knowledge paired with an exacting attention to detail ensures

an estate plan that achieves your personal wishes while preserving your assets.

Lady of justice, gavel and books on wooden table

At Gerard, Ghazey, Bates, P.C., you don’t have to do it alone.

We walk our clients through the process of preserving their estates from taxes and safeguarding their assets from potential long-term care costs, ensuring the best value every step of the way.

 

Here’s what our process looks like:

  • Evaluate your goals and assets

  • Develop a personalized estate plan

  • Draft necessary documents –  ONLY necessary documents

  • Update you on evolving trends in estate and elder planning to ensure you are ahead of the curve and that all of your goals and expectations are met

Work With the Experts.

In December, E. Spencer Ghazey-Bates  will graduate with an LLM in Taxation with a Concentration in Estate Planning from Boston University College of Law.

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