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Our services include the following:
- listening carefully to our clients’ concerns before recommending anything
- drafting wills, living wills, powers of attorney, and trust documents
- evaluating and implementing the possible uses of life insurance in estate planning, including the need for irrevocable trusts
- representing clients in probate proceedings, including contested matters
- planning for future incapacity or death
- evaluating the role of family limited partnerships and limited liability companies in transferring wealth and minimizing death taxes
- preparing estate, inheritance, and gift tax returns
- minimizing taxes and death asset exposure to creditors
- transition planning for passing closely held businesses to the next generation
- charitable giving, including the formation of charitable trusts
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