Estate Planning
Our caring and experienced estate planning attorneys can help you plan your
financial affairs so that your assets will distributed at your death as you
wish, while minimizing any potential tax liability.
Estate planning is the
process of arranging your financial affairs and includes the use of legal
documents for selecting decision makers who will handle your affairs in the
event of your incapacity and after your death to distribute assets according to
your wishes. Each client situation is unique. That is why each estate plan
should be designed specifically for you, based on your life circumstances,
family situation, personal and business assets, and goals.
Approach and Implementation
Our approach to estate
planning is simple: We tailor your estate plan to meet your individual financial
and personal goals. We begin by helping to define your
overall financial and personal objectives. We draft concise legal documents and
provide personal consultation to explain the proposed plans. As needed, we
work with you to have assets titled and transferred, and we assist you in
completing forms to appropriately designate beneficiaries in accordance with
your estate plan.
Throughout the process,
we strive to implement an estate plan that provides a tax-efficient way for you
to achieve your goals. We discuss the various tax consequences associated with
different types of estate plans and work with you to make a well-educated
decision.
Our estate planning
lawyers provide services in the following areas:
-
Revocable
trusts and wills
-
Durable powers of
attorney
-
Healthcare powers of attorney and living wills
-
Planning
for qualified plan and IRA assets
-
Minor's
and gift trusts
-
Limited
liability companies
Sophisticated Services
If you require more
sophisticated legal services, we provide counsel regarding pre-marital or
post-marital agreements that coordinate with your overall estate plan, and offer
advice regarding asset protection planning. Our other services include:
-
Irrevocable life insurance trusts
-
Qualified
personal residence trusts
-
Irrevocable gift trusts
-
Charitable trusts
-
Family
limited partnerships
-
Succession planning for closely held businesses
Other Advisors
We believe that
coordinating the effort of financial advisors is the most effective way to
create solutions to your needs. We frequently meet with investment planners,
accountants and other advisors, on behalf of our clients to ensure that all
aspects of the estate plan are properly implemented.
Other Services Related to Estate Planning
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