Specialties
Marianne Ludlow and her estate planning team focus on personalized and customized Estate Planning (Wills, Trusts, Powers of Attorney, HealthCare Directives, Tax Planning, Trust Administration, & Probate) and Business Law (Business formation, planning and contracting). She educates clients and helps find solutions that protect their assets, reduce taxes, and preserve their legacy.
History
Established in 2015.
"Shortly after I became a new attorney, my grandmother died. While she paid an attorney to draft a will and a revocable living trust for her, the attorney simply provided her with the documents and never followed up. My grandmother apparently did not understand the need to transfer her assets into the trust and never did so. Consequently, at her death, her entire estate needed to be probated even though she had paid for documents that could have avoided this process. My father and I spent many hours (and late nights) ascertaining the assets she owned (it was not organized), and taking those assets through probate. Additionally, even though my grandmother lived frugally, her assets (especially her home) had appreciated significantly. Because she didn't have an ongoing relationship with her attorney, the attorney never addressed tax issues that arose with her appreciated assets, resulting in a large tax at her death. I know, first hand, how important careful estate planning is!
Meet the Business Owner: Marianne L.
I help clients develop a legal plan that reflects their values and priorities, and that provides security for them, their loved ones and their businesses. I enjoy working with families and business owners to help them achieve their goals and provide them with peace of mind.
