Estate and Financial Planning

Personal service to individual clients and their families is a long-standing and successful tradition at Bloom, Bloom and Associates, P.L.C. We believe it is important to maintain close, personal contact with our clients and their professional advisors to help them develop an estate plan especially for them.

Estate & Financial Planning services include:

• Bloom Estate Planning Brochure PDF
• Recommending strategies to maximize investments and minimize tax liability for family and business financial situations
• Preparation of wills, trusts, living wills, durable powers of attorney, and medical powers of attorney
• Preparation of estate tax returns
• Representing clients in probate proceedings
• Independent financial and retirement planning for individuals and business