Estate Planning

Our firm provides a wide range of options to assist our clients in achieving their Estate Planning goals.

preparation of wills and trusts (such as Revocable “Living” Trusts, Irrevocable Trusts, Family Limited Partnerships); tax planning and asset preservation to minimize estate taxes, gift taxes, generation skipping, income and property taxes to assist our clients in passing wealth and family businesses to future generations and preserve family assets. Other aspects of Estate Planning include Financial Powers of Attorney; Charitable Trusts, Durable Powers of Attorney for Health Care.

We strive to prepare these complex and multifaceted documents with sufficient clarity and detail to minimize the risk of later family disputes and disputes with the Internal Revenue Service and to facilitate our clients reach their goals.