Estate Planing

We are committed to providing the most up-to-date estate planning techniques, at competitive rates, to accomplish the objectives of our clients. Estate planning today is far more complex then wills and probate. It requires strategies for preserving assets, minimizing estate taxes and limiting post-death administrative costs and delays.

Our firm specializes in the preparation of Intervivos Trusts (living trusts) customized to our clients’ needs, We assist with the transfer of assets to the trust and communicate regularly with our clients to update trust schedules and to advise of recent legal and tax developments. In addition to living trusts and wills, our firm assists clients with the preparation of irrevocable trusts, including life insurance trusts, charitable lead and annuity trusts, grantor retained annuity trusts, trusts for minors, special needs trusts, and pre-marital agreements.

As part of our estate planning services, we also assist with lifetime gifting strategies, generation-skipping techniques, small-business planning and post-mortem tax planning. We also prepare durable powers-of -attorney for asset management and Advance Health Care Directives. We work with the local professional such as trust companies, accountants, financial planners and chartered life underwriters to provide a broad spectrum of services for our clients.