Customized estate planning strategies are designed to manage and distribute your assets during your lifetime and after death in a way that minimizes taxes, fees, headaches and unexpected results. Estate planning also addresses the possibility of future incapacity, explicitly addressing and memorializing your wishes with regard to your personal, legal, medical and financial affairs in the event you can no longer express them.
Our law firm’s members have assisted more than 5,000 clients in planning their estates. Our highly respected attorneys use an individualized approach, taking the time to get to know you and your family to fully understand your concerns and goals…and ensure that you understand the consequences, both good and bad of each action taken. Often, the process can be overwhelming and emotional. We identify the issues and develop an effective plan tailored to your specific needs. Our attorneys help you achieve your goals and ensure that your wishes are carried out as desired in a tax-efficient manner.
We are experienced and knowledgeable advisors, committed to helping our clients implement personalized estate planning strategies throughout each stage of life.
Our broad range of estate planning services include:
- Wills
- Revocable Living Trusts
- Powers of Attorney
- Living Wills / Healthcare Directives
- HIPAA Authorizations
- Family Trusts
- Children’s Trusts
- Life Insurance Trusts
- Gift Trusts
- Business Succession Planning
- Family Limited Partnerships
- Qualified Personal Residence Trusts
- Gift Planning
- Retirement Planning
- Generation-Skipping Trusts
- Tax Planning
- Asset Protection
- Asset Preservation/ Long Term Care Planning
- Real Estate Tax Appeals
- Real Property Transfers (Purchase and Sale)
- Negotiation and Preparation of Leases of Real Property
- Guardianships and Conservator Actions
- Adult Adoption