The Law Offices of Marjorie J. Stephens is dedicated
to providing clients with total legacy planning, taking the
client's family, financial and philosophical values into consideration.
We provide a comprehensive array of estate planning advice and
documentation for estates of all sizes and complexities. We
utilize the latest techniques, including Wills, Revocable Living
Trusts, Family Limited Partnerships, Defective Grantor Trusts,
Grantor Retained Annuity Trusts, Charitable Lead and Remainder
Trusts and Private Annuities. Our planning techniques have helped
our clients save taxes, preserve family businesses, transfer
wealth, plan for disabilities and plan legacies which will shape
the lives of future generations. For larger estates, or estates
with special issues, such as second marriages, family businesses
or unique assets, we offer customized estate planning, using
sophisticated techniques which are billed on a traditional hourly
basis. For those building their estates, or whose estates require
less complexity in planning, we offer our essential estate-planning
program. This program is designed to offer a groundwork of Wills,
Trusts and Disability Planning Documents on a flat fee basis.
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