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

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.