Wills, Trusts, Powers of Attorney

Our philosophy is that everyone needs an estate plan. Such a plan is critical regardless of the size of your assets or your marital status. A carefully constructed, flexible estate plan is useful to avoid excess taxes and to ensure that your wishes are carried out. A will and trust are also critical if you have minor children. These documents will make clear who is to have custody of your children upon your death. This is important whether you are married or divorced. In nearly two decades of probate and estate administration practice, we have seen many families in distress at the passing of loved ones who did not leave them comprehensive plans for the handling of their estate.

Estate Planning, Tax Planning, Estate and Gift Tax Planning

Daniel K. Balaloski will be your partner in estate planning. He works closely with each client to create a plan that fits his or her needs and will adapt to changing life circumstances such as divorce, or the birth of a child. He will help your family avoid battles over who gets what and how proceeds from your home, car and other family assets should be distributed. Daniel K. Balaloski shares his extensive expertise and experience in this field by regularly lecturing and teaching other professionals on the process and to the community at large. You too can benefit from his experience, skill, and one-on-one approach.

Daniel K. Balaloski is a former Certified Public Accountant (CPA) (license inactive). That background ensures that he knows how to handle your estate plan to maximize the assets you pass on to your descendants and minimize tax consequences. .