Our Estate Planning Attorneys Guide You at Every Stage
At Berchem Moses PC, we provide thoughtful estate planning services for individuals and families across Connecticut. Whether you’re creating your first will, navigating probate, or building a long-term wealth and tax strategy, our experienced attorneys help you make informed, confident decisions.
Finding an estate planning attorney near you can feel overwhelming. We make the process simple, personalized, and grounded in what matters to you most—your family, your values, and your piece of mind.
Why Estate Planning Matters–And How We Help
Estate planning isn’t just about finances—it’s about protecting your wealth, legacy, and family’s future. At Berchem Moses, we offer more than legal paperwork. We provide clarity, strategy, and compassionate support tailored to your personal and family needs.
Our attorneys have deep experience in estate planning services, including asset protection, wealth preservation, and proactive estate and tax planning. We guide clients through life transitions with confidence and care, helping you preserve more of what you’ve built.
What Will Your Plan Cover?
When you work with us to develop or update your estate plan, we’ll help you make essential decisions about:
- Who manages your assets? We ensure your property and finances are distributed and protected according to your intentions.
- Who cares for your children or pets? You can name trusted guardians and create clear plans to safeguard your loved ones, including pets.
Who makes medical and financial decisions on your behalf? We’ll help you establish advance directives and powers of attorney that reflect your values and designate people you trust.
Protecting the Legacy You’ve Built
Your assets represent years of hard work and success. Through proper planning, we can help you:
- Shield your estate from unnecessary taxes, legal delays, and probate complications.
- Use advanced tax planning strategies to reduce estate, gift, and transfer taxes.
- Provide a smooth transfer of wealth to future generations.
- Reduce the potential for conflict among heirs.
- Support meaningful causes through charitable planning.
If you’re ready to begin, or just need help understanding your options, our team is here to guide you every step of the way.
Practical, Personalized Estate Planning Services
Our Trusts and Estates Practice Group offers a full range of services designed to meet your evolving needs. We assist clients with:
- Wills and trusts: Drafting and updating documents tailored to your family structure and financial goals.
- Powers of attorney and advance directives: Designating trusted individuals to act on your behalf.
- Probate and estate administration: If you’re searching for a probate attorney, our attorneys will help manage filings, distributions, and court proceedings.
- HIPPA authorizations: Ensuring your healthcare privacy rights are protected and that authorized individuals can access vital medical information when needed.
- Estate and gift tax planning: Protecting the value of your estate with strategies that reduce tax burdens.
- Business succession planning: Helping business owners prepare for future leadership and ownership transitions.
- Asset Protection: Creating a plan to protect your assets from future claims and creditors.
- Estate planning checklist: A step-by-step guide that helps you organize your goals, documents, and next steps, ensuring no detail is overlooked in the planning process. We’ll include a thoughtful plan that supports heirs across generations.
What Sets Berchem Moses Apart
Choosing the right legal partner for your estate planning needs is a deeply personal decision. At Berchem Moses PC, we bring a rare combination of experience, attentiveness, and local commitment that gives clients peace of mind—now and for generations to come.
- Trusted experience: Our attorneys have decades of experience guiding Connecticut families through the complexities of estate planning, probate, and asset protection.
- Tailored planning: No two families are alike. We take time to understand your goals and craft personalized strategies that reflect your values and long-term priorities.
- Tax-savvy strategies: We stay current with Connecticut and federal tax laws to ensure your plan reduces exposure to estate and inheritance taxes while maximizing benefits for your beneficiaries.
- Clear, compassionate communication: From your first consultation to your final documents, we keep you informed and supported every step of the way.
- Comprehensive legal support: As a full-service law firm, we provide seamless coordination with attorneys in related practice areas—including business law, tax, and family matters.
- Strong Connecticut presence: With offices in Milford and Westport, we proudly serve clients across the state and have deep roots in the communities we represent.
Leading You Through Probate with Compassion and Clarity
Losing a loved one is difficult. Our experienced probate lawyers help executors and families navigate the legal and emotional complexities of probate court and estate settlement. From asset inventories to court appearances, we manage every step with professionalism and sensitivity.
Serving Individuals and Families Across Connecticut
With offices in Milford and Westport, Berchem Moses PC proudly serves individuals and families throughout Connecticut. Our attorneys bring in-depth knowledge of state laws and local probate courts in communities such as Bridgeport, Stamford, New Haven, Norwalk, Fairfield, Milford, Danbury, Waterbury, Westport, Greenwich, Trumbull, Stratford, Shelton, Derby, Monroe, Orange, Easton, Weston, Wilton, and Southbury.
Whether you’re planning ahead or navigating estate administration after a loss, we provide trusted legal counsel rooted in both statewide expertise and a deep understanding of local needs.
Need reliable support for estate planning or probate?
Our knowledgeable Trusts & Estates attorneys assist Connecticut individuals and families with customized planning, asset protection, and compassionate probate guidance.