estate planning

Our firm assists individuals with the drafting of wills and trusts to protect property and provide for loved ones. No matter the size of your estate, proper planning can protect your loved ones from onerous taxation and prevent disagreements among family members. Moreover, wills and trusts are critical for young couples with children in order to determine who will provide for your children's upbringing. Whether your objectives are asset preservation for your family's benefit or business succession, we can advise you accordingly.

Our goal is to carefully prepare your estate for the benefit of your heirs while minimizing taxes. There are numerous ways to ensure your assets are effectively allocated yet accessible by your family and friends upon your death. We specialize in estate planning services and documentation as detailed below.

Estate Planning and Administration
          • Last Will and Testaments
          • Lifetime Planning
          • Post Mortem Planning
          • Succession Issues/Restrictions
          • Lifetime Gifts

Advanced Directives
          • Durable and Springing Power of Attorney
          • Durable Health Care Power of Attorney
          • Living Will
          • Burial and/or Cremation

Trust Preparation and Implementation
          • Living or Revocable Trusts
          • Grantor Retained Annuity Trusts
          • Irrevocable Trusts
          • Gift Trusts
          • Qualified Personal Residence Trusts