About Estate Planning
We understand that estate planning for some can be an intimidating endeavor, but it doesn't have to be. We will walk you through the process step by step so that you understand and more importantly participate in the planning aspects of your estate.
Whether it is a basic will or a complex series of trusts, we are here to guide you to meet your needs and accomplish your estate planning goals. We will focus on addressing your concerns and taking advantage of the opportunities that are specific to your situation. You need to be aware of the many options that exist in estate planning and we want you to feel confident about the choices you make and options you have.
Our estate planning services cover a large variety of services, some of the most common of which are:
- Drafting wills and trusts
- Preparing financial powers of attorney, health care powers of attorney and living wills
- Planning for probate minimization and control of assets through the use of a living trust
- Establishing life insurance trusts to minimize estate taxes and provide liquidity or legacy payments at death Drafting credit shelter, generation-skipping and special needs trusts
- Structuring the use of lifetime gifts and marital or charitable deduction trusts to minimize or defer estate, gift and generation-skipping transfer taxes
- Maximizing estate, gift and generation-skipping transfer tax exemptions
- Planning for the disclaimer of estate and trust assets
- Implementing "estate freezing" techniques
- Creating family limited partnerships and limited liability companies
- Forming charitable trusts and private foundations
- Structuring favorable retirement plan and IRA distributions
We welcome the opportunity to assist you with your estate planning goals and strive to make you feel confident and comfortable throughout the process. We will make sure all your questions are answered in a responsive and timely manner and that you have all the necessary tools and knowledge to handle the matter properly. This is your plan and we want you to feel as knowledgeable and informed as possible.