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Practice Areas Wills, Trusts & Estates Estate Planning

Our services include estate planning for all of life’s major changes, including marriage, divorce, the birth of a child, purchasing, expanding or selling a business, planning for retirement, the death of a spouse or other family member, and one’s own death. We help our clients with:

  • Wills
  • Financial/general/durable powers of attorney
  • Medical powers of attorney and healthcare directives (living wills)
  • Revocable (living) trusts, irrevocable trusts, grantor-retained annuity trusts, qualified personal residence trusts, and generation-skipping trusts
  • Domestic and offshore asset protection trusts
  • Charitable remainder trusts and charitable lead trusts
  • Family limited partnerships
  • Buy-sell agreements
  • Life insurance, annuities and other financial products to assure income and estate liquidity

Our focus is to ensure that the wishes of the client are met in a way that will reduce the degree of uncertainty concerning asset distribution, as well as limit the tax costs associated with making donative transfers, either during life or at death. We counsel our clients on strategies that will allow them to take advantage of the tax-reduction measures that remain available under current income and transfer tax laws.

Reach out to our team today.

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