Wills, Probate & Estate Planning
Toma & Associates has long emphasized estate planning as one of the firm’s core practice areas. From the most basic will to more complicated trusts, the firm has met the estate planning needs of its clients throughout the years with the personal attention only a small firm can provide.
We will work with you directly and meet with you personally to understand your wishes and your needs and to craft a strategy that will help you satisfy them. You have worked hard for what you have, and our job is to give you clarity and peace of mind about the disposition of your property.
Real property, securities, and personal property can all be transferred by will or through other legal devices. Based on your priorities, we can find out the most beneficial way for you to enjoy the use of your property while making plans to transfer it when the time comes, whether your beneficiary is a family member, friend, or even a charity.