Herz PLLC is a specialized law firm focused on comprehensive estate planning, dedicated to helping clients design lasting legacies and ensure family harmony. The firm stands out for its personalized, client-centered approach, emphasizing clarity, foresight, and compassionate guidance to provide peace of mind during critical life planning stages.
The firm prioritizes high-quality, focused service by limiting its practice to estate and succession matters, ensuring deep expertise in these areas. Attorney David Herz brings a thoughtful and ethical approach, committed to listening closely to client needs and referring to other specialists when appropriate. The practice is ideal for individuals and families seeking to protect their assets, designate guardians for children, plan for business succession, and make meaningful charitable contributions.
Services Offered
- Estate Planning
- Wills and Trusts
- Revocable (Living) Trusts
- Irrevocable (Asset Protection) Trusts
- Powers of Attorney
- Guardianship Designations
- Health Care Representative Designations (Health Care Proxy)
- Health Care Directives (Living Wills)
- Succession Planning
- Buy-Sell Agreements
- Business Succession Planning
- Charitable Giving
- Estate Planning Foundations
- Charitable Trusts
- Planned Giving
- Real Estate Purchases, Sales, and Refinance (Residential and Commercial)
- Business Purchases, Formation, Transactions, and Maintenance
- Asset Transfers into Trusts
- Coordination with Life Insurance Brokers
- Coordination with Financial Advisors
Herz PLLC serves clients throughout Fairfield County, CT, and Westchester County, NY, including Bridgeport, Greenwich, Stamford, Fairfield, Norwalk, Westport, Bedford, and Pound Ridge. The firm is dedicated to making estate planning accessible and effective for individuals, families, and business owners across these communities.
