Estate Planning

Families transferring their assets to their children and grandchildren demand expert advice and guidance so they can be comfortable about the security and ultimate disposition of their assets. Corporate fiduciaries charged with administering the estates of clients need expert, confidential legal advice as to avoiding, or managing, disputes.

These are the situations in which the our Estate Planning Group excels. We have an abundance of experience in sophisticated estate and trust planning, asset protection, estate and income tax planning, succession planning, wills, trusts, estate and trust administration, charitable giving, life insurance transactions, various domestic agreements, fiduciary accounting, advance healthcare directive, and powers of attorney.

This includes giving practical advice and solutions to make sure as much wealth as possible is transferred to your family—and not to the government. We know what the taxing authorities are legitimately entitled to, and what you may rightfully leave to you children and grandchildren. Additionally, we are well versed in the laws and regulations governing income, property, gift and estate taxes, as well as the transactions to best take advantage of these rules. In short, we help you provide a tax efficient estate plan to benefit your loved ones.