Estate Planning

We assist in all aspects of estate planning, with an overarching goal to ensure that your personal matters and financial affairs are appropriately handled and structured. Our estate planning services include the drafting of wills and trust agreements. We utilize traditional and sophisticated planning tools, to include advanced trust vehicles, to develop a wealth transfer plan that minimizes the tax impact from income, gift, estate and generation-skipping transfer taxes.

Throughout our planning, we seek to develop thoughtful solutions to issues related to family business succession, second marriages, and dependents with special physical or emotional conditions that may trigger the need for appointment of a guardian.

We also work with clients to help them realize their charitable objectives by structuring charitable giving plans. We advise clients on the tax implications of charitable gifts and on the creation of charitable trusts.

We can assist clients with a variety of estate planning and administration services, including:

• Wills
• Revocable and Irrevocable Trusts
• Durable Powers of Attorney
• Health care proxies, advance medical directives and living wills
• Probate
• Estate Administration
• Trust Administration
• Charitable planning and charitable trusts
• Succession planning for closely held businesses
• Preparation of federal and state estate tax returns and trust tax returns