ESTATE and TRUST PLANNING

We believe there is no “typical” problem in the area of personal and estate planning as life circumstances and assets are unique for each person. We emphasize planning tailored to realizing family objectives and to ensure that your hard-earned assets are passed on in the manner that you feel is appropriate to the people that are important to you.

We begin by helping our clients define their overall objectives, then find a tax-efficient way to achieve those objectives. Our implementation of estate planning, which reflects family and tax objectives, requires firsthand experience with estate and gift tax laws and the ability to draft concise legal documents. Of course, all aspects of our representation are held strictly confidential.

WE ASSIST WITH A VARIETY OF PRIVATE CLIENT SERVICES

  • Wills
  • Revocable and Irrevocable Trusts
  • Special Needs Trusts
  • Durable Powers of Attorney
  • Health Care Powers of Attorney and Living Wills
  • Life Insurance Trusts
  • Charitable Trusts
  • Planning for Qualified Plan and IRA Assets
  • Minors’ Trusts
  • Family Limited Partnerships
  • Succession Planning for a Closely Held Business
  • Estate and Trust Administration
  • Distribution of Assets to Beneficiaries
  • Annual and Lifetime Gifting
  • Charitable Planning
  • Nonprofits and Foundations
  • Tax Planning
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THE IMPLEMENTATION OF OUR ESTATE PLANNING SERVICE IS DESIGNED TO PROVIDE OUR CLIENTS WITH THE BEST POSSIBLE LEVEL OF UNDERSTANDING AND CLARITY

We will incorporate the tools that are right for your situation. To do that, we take the time to learn about you, your family, your goals and your vision for the future. With that information, we can build a personalized estate plan and recommend a strategic tax plan.

We will provide you with an understanding of the benefits of the estate plan, including tax planning and potential avoidance of probate. We will ensure that you have the information you need to understand the tax planning tools that are available and the benefits for your estate plan.