Estate Planning

We help individuals and families develop and execute estate plans that provide for the tax-efficient and cost-effective distribution of assets, preservation of wealth for beneficiaries, and the designation of guardians for minor children.

Our estate planning services include the following:

  • Last Wills and Testaments
  • Durable Powers of Attorney
  • Advance Health Care Directives
  • Trusts – Living Trusts, Dynasty Trusts, Irrevocable Life Insurance Trusts, Annual Exclusion Trusts, and more
  • Probate Avoidance Strategies
  • Estate and Income Tax Planning
  • Beneficiary Designations
  • Charitable Giving Planning including the establishment of private foundations and other tax-exempt organizations
  • Pre and Post Marital Agreements
  • Deeds to change real estate ownership
  • Asset Protection Strategies

Estate Planning engagements are usually conducted on a flat fee basis. Please call for a more thorough explanation of our fee ranges and options.