Our estate planning services meet the needs of people from all walks of life. We understand that the process of preparing for the future can be complex. We will work with you to determine the best options and alternatives and explain the resulting plan to ensure that you are confident that your wishes will be carried out. We are experienced in more sophisticated techniques that may require lifetime planning and often work with our clients’ other advisors, including their accountants, financial planners, life insurance professionals, money managers and fiduciaries. In addition, we coordinate our clients’ charitable and estate planning, as well as assist with sensitive issues such as guardianships and special needs planning.
Estate Planning Services
- Document preparation
- Gift, estate, and generation skipping tax planning
- Trust and probate law
- Insurance planning
- Special needs planning
- Charitable transactions
- Valuation discount planning
- Estate administration
- Estate and gift tax compliance
- Fiduciary tax compliance
- Traditional & Nontraditional Families
- Business Owners
Our experience includes the preparation of wills, revocable (living) trusts, general powers of attorney, health care powers of attorney and advance directives (living wills), HIPAA authorizations and beneficiary designations for retirement plans and life insurance.
We assist business owners and high net worth individuals by developing plans to transfer assets and business interests that minimize transfer taxes while achieving the client’s goals for personal asset protection, business continuity and philanthropy.
During a sensitive time, we assist clients with the obligations of settling the estate including complying with the legal obligations required during administration, appropriate distribution of assets and completion of estate and income tax returns.
To ensure that our clients’ philanthropic goals are achieved we assist clients in determining the appropriate technique including creating charitable trusts, endowment funds, private foundations during life or at death.