Estate Planning

Some people think that estate planning is simply a matter of distributing assets to heirs after death. Others believe it is only for very wealthy families. The fact is, most individuals and families can benefit from having their own estate plan. Beyond ensuring that you will be able to control “who gets what, when you want, in the manner you want,” a properly designed and implemented estate plan can help you accomplish all of the following goals and many others:

  • Continue to enjoy your current lifestyle
  • Keep your affairs private
  • Guide loved ones through the complex probate and administration process
  • Ensure you will be well cared for if you become disabled or incapacitated
  • Make sure your wishes will be carried out in an end-of-life situation
  • Protect your assets today and for generations to come
  • Dramatically lower income, gift, estate and generation-skipping taxes
  • Leave a lasting legacy, by ensuring your goals, values and expectations are passed on to your children, grandchildren and succeeding generations

Our approach to estate planning is much like our approach to the other areas of the law we practice. We begin by listening closely to you, so that we gain an understanding of your most pressing concerns and the goals you hope to accomplish. Then, we design a customized plan to meet all of your needs.

We provide all of the following estate planning services and more:

  • Wills
  • Revocable Living Trusts
  • Powers of Attorney
  • Health Care Directives
  • HIPAA Authorizations
  • Dynasty Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Gift Programs
  • Retirement Trusts
  • Minors’ Trusts
  • Generation-Skipping Trusts
  • Tax Planning