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.