Estate planning at The Private Firm
Protect what you built. Direct what comes next.
Integrated estate, succession, and tax planning for families, business owners, and the enterprises connected to their legacy.
Planning beyond documents
One plan connecting family, wealth, and enterprise.
Estate planning is not a collection of disconnected forms. It is a coordinated plan for how assets are controlled, decisions are made, loved ones are protected, taxes are addressed, and a business continues when circumstances change.
The Private Firm works with families and business owners to understand the full picture, then designs the legal structure around their priorities, responsibilities, and definition of legacy.
Core planning pathways
Four instruments. One coordinated plan.
Explore the foundational tools that establish control, continuity, and decision authority across a comprehensive estate plan.
Revocable Trusts
Maintain control during your lifetime while creating a more private and efficient path for future administration.
Irrevocable Trusts
Use carefully structured planning to address asset protection, tax considerations, and long term wealth transfer objectives.
Pour Over Wills
Create an essential safety net directing assets outside a revocable trust into the coordinated estate plan.
Powers of Attorney
Authorize trusted people to make financial and health decisions when you are unavailable or unable to act.
The complete planning system
Designed around the realities of your life.
HIPAA disclosures
Enable designated representatives to access the information required for informed healthcare decisions.
Beneficiary designations
Coordinate retirement accounts, insurance, and other beneficiary directed assets with the broader plan.
Guardianship nominations
Document who should care for minor children and who should manage property on their behalf.
Business succession
Connect ownership transition, leadership continuity, buy sell structures, and family priorities.
Tax planning
Evaluate available strategies for reducing exposure and preserving more value for intended beneficiaries.
Trust funding
Move the right assets into the right structures so the plan operates as intended rather than merely existing on paper.
Business interests
Integrate limited liability company, partnership, and corporate interests into the estate plan.
Real estate planning
Coordinate deeds, ownership structures, and transfer strategy for homes and investment property.
Personal property directions
Create clear instructions for meaningful personal items and reduce uncertainty for family members.
The planning team
Legal structure informed by business reality.
Reese and Matt bring complementary experience to estate, succession, business, and transactional planning.
Reese Serra
Planning for owners who need their personal estate, tax strategy, and business succession decisions to work together.
Meet Reese
Matt Wozniak
Detailed estate and trust planning supported by strong financial, transactional, and business acumen.
Meet Matt