Estate Planning

Providing sophisticated and comprehensive estate planning services.

Estate planning is a process that involves meeting a client’s family and financial goals through the implementation of various strategies during lifetime or at death. This is accomplished by collaborating closely with clients in order to develop a comprehensive plan that meets their objectives and also planning for unexpected circumstances.

Crafting an estate plan is vital for a person who desires to protect their family and loved ones by providing them with peace of mind. This necessarily includes proper planning concerning the client’s assets and minimizing of the burdens and cost of estate administration. Estate planning also offers clients the opportunity to contemplate and document their wishes in the event that they become disabled.

The practice also includes planning in contemplation of marriage; basic planning for corporations or other business entities; and analysis of litigation positions related to the practice. Related tax return preparation services are provided for reporting lifetime gifts and transfers upon death. If any such return is audited, we provide representation before the applicable taxing authority.

Our areas of expertise

  • Preparing Wills, Trusts, Living Wills, Advance Medical Directives, and Powers of Attorney
  • Retitling of Assets
  • Life Insurance and Retirement Asset Planning
  • Asset Protection
  • Pet Trusts
  • Forming Limited Liability Companies (LLC), Family Limited Partnerships, and Family Limited Liability Companies.

Specialized Services

Estate Planning For the Dying Client: If a loved one is dying, we can help you make important decisions which may result in a reduction of costs associated with the transfer of assets and related estate tax.

Special Needs Trusts: Many families struggle with their concern for a family member or close friend challenged by disabling conditions. We strive to fulfill the planning needs of a disabled person by creating documents which provide for the care of such a person. A Special Needs Trust is a vital tool in preventing the assets you leave for a beneficiary from disqualifying him or her from eligibility for public benefits. Our goal is to give our client the peace of mind that their loved one will receive the appropriate long term care that they need.

Pet Estate Planning/Pet Trusts: While pets are considered tangible personal property under the law, we understand that most often, clients feel that their pet is a member of the family. Testamentary transfers of both the pet and sufficient assets to care for the pet or, alternatively, a pet trust, will ensure that your beloved companion is properly cared for in the event of your death or disability.

Real Estate Interests & Closely Held Businesses: These enterprises often require special attention. Our team combines business knowledge and common sense to make sure our clients' wealth is protected for generations to come.