ESTATE PLANNING

​Richard Kozlowski, a shareholder of Lisman Leckerling since 1997, handles all estate planning and probate questions at the firm. Rick has more than 27 years of experience in estate planning, business transitions, tax planning, corporate transactions, and probate matters. He also manages vermontestateplan.com, a website devoted entirely to estate planning.

Visit: www.vermontestateplan.com for more information.

About Estate Planning

The process of developing an estate plan can be daunting. Yet, estate planning ensures that your assets and estate will be distributed according to your wishes, and that your loved ones will be taken care of.

Even the simplest estate plan must address issues of taxation, choice of executor and/or trustee, division of assets, and the selection of a healthcare agent, among other issues. More complicated plans may involve creating a trust, making a plan for charitable giving, and other engaging other creative estate-planning tools.

For this reason, many people choose to consult with a professional when planning an estate. Lisman Leckerling’s goal is to help guide you through the decision-making process so that you walk away with a comprehensive plan that protects you and your family.

What to Expect

After an initial meeting, we’ll identify and recommend a plan to suit your needs, and will provide an estimate of the cost required to prepare it. We’ll draft documents reflecting the agreed-upon plan, then help you review and assess the estate-planning options we’ve identified. Once the documents properly reflect your preferred plan, we’ll meet to have them signed and put into effect.

For more information on estate planning, please contact Rick at 802-657-7235, or at rkoz@lisman.com. Or see vermontestateplan.com, our website devoted entirely to estate planning.

The materials provided on this website are designed for general informational purposes only, and should not be relied or acted upon without first consulting a lawyer. The information provided on this website is not necessarily updated on a regular basis, and may not reflect recent changes in the law.

Viewing these materials does not constitute an attorney-client relationship.  Lisman Leckerling, P.C. did not produce and is not responsible for the contents of off-site legal resources.  The materials on this site may be considered advertising under various state ethics rules.

Estate Planning Attorneys in Vermont