Loutfi & Associates offers extensive expertise in estate and tax planning. We help clients transform their long-term goals into legal solutions — making sure to adapt to the constant changes in your life along the way.
Since estate and tax laws are constantly changing, we are dedicated to updating our clients on the latest changes in the law that affect their estate plans and, subsequently, provide advice to better restructure the estate plans if necessary, in efforts to avoid any consequences.
Committed to Providing You With the Services You Expect
At Tarick Loutfi & Associates, we pride ourselves on our great attention to detail and commitment to execute legal solutions that align perfectly with our clients’ wishes. We use an array of techniques that each create beneficial
and tax-efficient options for a client's wealth to pass to their intended beneficiaries, both upon death and during their lifetime.
We strive to stay up-to-date and educated on the laws that affect estate planning so we can assure our clients are in the best hands.
Documents We Prepare for Our Clients
The types of documents that we prepare for our clients include:
Intervivos Trusts (Living Trusts)
Intervivos Marital Trusts
Asset Protection Trusts
Health Care Power of Attorney
Durable Power of Attorney
HIPPA Release Agreements
Experienced Attorney at Your Service
Whether you have a large or modest estate, you can expect to work with an experienced attorney, with technical skills to accomplish even the most extensive client objectives. We are experienced in working with complex personal situations and owners of businesses or organizations that require special estate planning.
Through the process of deeply understanding your asset holdings, family situation, and personal and financial goals, we will provide you with sophisticated legal solutions for your wealth preservation and transfer needs. Visit us
We will draft and maintain your wills and trusts.
The information you obtain from this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters, and electronic mails. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.