Overview

Our estate planning services are designed to provide clients with a high level of certainty about their future.

Our attorneys advise clients in all aspects of estate planning from the most basic to the most complex estate plans. We work closely with clients to identify their overall goals and find a tax-efficient way to achieve them.

We provide guidance on the tools available, including:

  • Revocable trusts and wills
  • Durable powers of attorney
  • Healthcare powers of attorney and living wills
  • Life insurance trusts
  • Charitable trusts
  • Planning for qualified plan and IRA assets
  • Minors’ trusts

Our firsthand experience with estate and gift tax laws enables us to handle preparation of the necessary legal documents.

We also often coordinate with investment planners, accountants and other advisors on behalf of our clients to ensure all aspects of their life are included in the estate plan.

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