We provide sophisticated estate planning advice to help clients achieve their family goals, and to enable the transfer of wealth to the next generation in the most tax-efficient manner. We provide counseling to individuals and businesses with the goal of maximizing the value of a client?셲 business for his or her heirs. Our estate planning services include the following:
  • Preparation of Wills and Trusts;
  • Preparation of living wills, health care directives and powers of attorney;
  • Preparation of Grantor Retained Annuity Trusts and other estate planning vehicles;
  • Establishment of a lifetime gift program with the goal of protecting the client?셲 financial security while minimizing the estate and gift tax costs;
  • Closely-held business succession planning, including family limited partnerships and limited liability companies; and
  • Charitable giving planning.

In connection with recent changes to federal estate and generation?뱒kipping transfer taxes, we are available to assist clients in re-evaluating their existing estate plans and documentation.