Estate Planning
- Estate Planning: Estate planning is the process of preparing various documents such as a Will or Trust to appoint fiduciaries and list beneficiaries for distribution and/or management of assets upon death or disability. For high-net-worth families, we provide sophisticated estate planning strategies.
- As part of the planning practice, our firm advice clients about the impact of federal taxes on the transfer of property during life or upon death. We assist clients in transferring their accumulated wealth to their intended beneficiaries at the lowest tax cost, which includes income, estate, and gift tax planning.
- Our firm provides guidance to clients on the use of charitable gifts, lifetime gifts, and life insurance to accomplish their estate planning goals. Our attorneys also coordinate with other professionals involved in the estate and asset preservation planning process, including accountants, life insurance professionals, financial planners, and corporate trust departments. If you have questions about your estate, our attorneys are here to help you find the best way to keep your estate safe. We strive to provide you with a customized plan to fit your individual needs.
- Estate Planning Documents:
- Wills.
- Revocable Trust agreements.
- Irrevocable Trust Agreements.
- Special Needs Trusts.
- Qualified Personal Residence Trust Agreements.
- Durable Powers of Attorney.
- Medical Power of Attorney.
- Living Wills.
- Pre-Need Guardian Forms.
HIPAA Authorization Forms.