Estate Planning

Planning With Care So Your Loved Ones’ Inheritance Is Received As Intended.

Our estate planning attorneys are well-versed in all aspects of the estate planning process. We utilize a team approach to ensure that our clients receive the best and most comprehensive services for their family dynamics and unique estate.

From basic estate plans for clients with simple needs to comprehensive estate and business succession planning for clients with the most sophisticated needs, our team has the experience to help you leave a wise legacy that will be a gift to future generations. We also stay involved with clients throughout their lifetimes and continue to assist family members after a death.

The goal of our estate planning process is to ensure that your assets will be preserved and protected for your needs during your lifetime, and then go to who you want, when and how you want, after you pass away, with a tax-efficient structure. This often involves a more holistic approach to your wealth than preparing a simple set of documents. Your estate plan should be a gift that will enhance your heirs’ lives, potentially for many generations.

Here are some services we provide and some documents we prepare as part of your overall estate planning experience:

Wills
Trusts of all types (revocable, irrevocable, living, testamentary, dynasty, special needs, and a variety of tax-saving trusts)
Tax Planning for now and after your death
Estate and succession planning for businesses
Gifting and sale strategies
Gift and Estate Tax Returns
Income tax returns for trusts and estates
Durable Powers of Attorney
Advance Health Care Directives (including medical powers of attorney and living wills)
Planning for life insurance, IRAs and other retirement benefits, and asset protection
Charitable planning