Dedicated to Your Success Since 2012
Our track record speaks for itself — hundreds of satisfied clients trust us with their estate planning needs.
Aree di Competenza
Servizi esperti di estate planning progettati per ottenere risultati.
Wills & Trusts
Wills & Trusts
Drafting comprehensive wills and revocable living trusts that ensure your assets are distributed according to your wishes while minimizing probate delays.
- Revocable and irrevocable trust creation
- Pour-over wills and trust funding guidance
- Regular review and amendment services
Power of Attorney
Power of Attorney
Establishing durable financial and healthcare powers of attorney so trusted individuals can make decisions on your behalf if you become incapacitated.
- Durable financial power of attorney
- Healthcare proxy and advance directives
Probate Administration
Probate Administration
Guiding executors and administrators through the probate process including inventory, creditor notification, tax filings, and asset distribution.
- Full-service probate representation
- Creditor claim management
- Final accounting and distribution
Trust Administration
Trust Administration
Assisting successor trustees with their fiduciary duties including asset management, beneficiary distributions, and trust tax compliance.
- Trustee duty education and guidance
- Trust tax return preparation coordination
Estate Tax Planning
Estate Tax Planning
Implementing strategies to minimize federal and state estate taxes through gifting, charitable planning, and advanced trust structures.
- Annual and lifetime gift tax exclusion planning
- Charitable remainder and lead trusts
- Generation-skipping trust strategies
Guardianship & Conservatorship
Guardianship & Conservatorship
Petitioning the court to establish guardianship for minor children or conservatorship for incapacitated adults who need protection.
- Minor guardianship nominations
- Adult conservatorship proceedings
- Annual reporting and compliance
Special Needs Planning
Special Needs Planning
Creating supplemental needs trusts that protect government benefit eligibility while enhancing the quality of life for individuals with disabilities.
- Third-party and self-settled special needs trusts
- ABLE account coordination
Come Funziona
Un processo semplice e trasparente dall'inizio alla fine.
Consulenza Gratuita
Raccontaci il tuo caso. Valuteremo la tua situazione e ti spiegheremo le opzioni — senza costi, senza impegno.
Strategia del Caso
Sviluppiamo una strategia legale su misura per ottenere il miglior risultato possibile per la tua situazione.
Rappresentanza Aggressiva
Il nostro team esperto difende i tuoi diritti in ogni fase, tenendoti informato durante tutto il processo.
Risoluzione e Risultati
Lavoriamo instancabilmente fino alla risoluzione del tuo caso, assicurandoti il risarcimento o il risultato che meriti.
Chi è Palermo Estate Planning
At Palermo Estate Planning, we've been proudly serving Palermo since 2012. Founded by Daniel White, our team is dedicated to providing exceptional estate planning services. We believe in honest work, fair pricing, and building lasting relationships with our customers.
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Our Track Record
Results that speak for themselves.
Casi di Successo
Risultati reali per clienti reali.
Soluzione Completa di Estate Planning
Abbiamo fornito un approccio personalizzato che ha superato le aspettative e raggiunto risultati misurabili per il cliente.
Partnership Strategica di Successo
Abbiamo costruito una partnership a lungo termine focalizzata sul miglioramento continuo e la crescita aziendale.
Sfida Complessa Risolta
Abbiamo gestito una situazione complessa con competenza e attenzione, garantendo il miglior risultato possibile.
Resources & Guides
Free resources to help you make informed decisions.
Understanding Your Rights
A comprehensive guide to understanding your legal rights and options.
Read More →
What to Expect in Court
Step-by-step walkthrough of the court process to help you prepare.
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Frequently Asked Legal Questions
Answers to the most common questions we receive from clients.
Read More →Ultimi Articoli
Consigli esperti, approfondimenti e novità dal nostro team di estate planning.
Estate Planning BasicsWhy Everyone Needs an Estate Plan — Not Just the Wealthy
Estate planning isn't about how much you have, it's about protecting the people you love. Here's why it matters at every income level.
Leggi di Più →
TrustsRevocable vs. Irrevocable Trusts: Which Do You Need?
Understanding the key differences helps you choose the right trust structure for your goals and tax situation.
Leggi di Più →
ProbateHow to Avoid Probate and Save Your Family Time and Money
Probate can cost thousands and take months. Here are proven strategies to keep your estate out of court.
Leggi di Più →Family PlanningEstate Planning for Blended Families: Avoiding Common Pitfalls
Second marriages and stepchildren create unique challenges. A thoughtful plan protects everyone involved.
Leggi di Più →Special Needs Trusts: Protecting Benefits While Providing More
A supplemental needs trust can dramatically improve your child's quality of life without jeopardizing government benefits.
Leggi di Più →Problemi Che Risolviamo
Sfide comuni che i nostri clienti affrontano — e come aiutiamo.
What happens to your family if something happens to you tomorrow?
Without a will or trust, the state decides who gets your assets, who raises your children, and who manages your affairs. An estate plan puts you in control.
Worried your estate will be tied up in probate for months?
A properly funded revocable living trust avoids probate entirely, saving your family time, money, and the stress of court proceedings.
Concerned about estate taxes eroding your family's inheritance?
Strategic gifting, trust structures, and charitable planning can significantly reduce or eliminate estate tax liability for high-net-worth families.
Not sure who will make medical decisions if you can't?
Advance healthcare directives and medical powers of attorney ensure your wishes are followed and a trusted person speaks for you during a medical crisis.
Have a special needs child and worried about their future care?
A supplemental needs trust preserves eligibility for Medicaid and SSI while providing additional funds for comfort, enrichment, and care beyond what benefits cover.
Domande Frequenti
Hai domande? Abbiamo le risposte.
Do I need a trust or is a will enough?
A will alone must go through probate, which is public and can take months. A revocable living trust avoids probate, maintains privacy, and allows for seamless management if you become incapacitated. Most people benefit from having both.
How often should I update my estate plan?
Review your estate plan every 3-5 years or after any major life event: marriage, divorce, birth of a child, significant asset change, relocation to a new state, or change in tax laws.
What happens if I die without a will?
Your state's intestacy laws determine who inherits your assets, which may not match your wishes. The court appoints an administrator and the process is typically slower and more expensive than having a plan in place.
At what age should I create an estate plan?
Every adult over 18 should have at minimum a will, power of attorney, and healthcare directive. If you own property, have children, or have significant assets, a trust-based plan is strongly recommended.
Cosa Dicono i Nostri Clienti
Non fidarti solo della nostra parola — ascolta i nostri clienti soddisfatti.
“When my husband passed, his trust made everything seamless. No probate, no court, no fighting. It was the greatest gift he could have left us.”
Thomas Taylor
“We put off estate planning for years thinking we weren't wealthy enough. Now we have peace of mind knowing our kids are protected.”
Jessica Thomas
“The special needs trust they created for my son ensures he'll be cared for long after I'm gone without losing his benefits.”
Daniel White
“They walked me through every document and explained why each one mattered. I finally understand my estate plan and feel confident in it.”
Ashley Johnson
“Administering my mother's estate was overwhelming until I hired them. They handled the probate, taxes, and distributions so I could grieve in peace.”
Sarah Smith
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Fai il primo passo oggi. Il nostro team è pronto ad aiutarti.
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Contattaci
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Telefono
+39 386 486 5886
Indirizzo
486 Main Street, Palermo