Estate Planning

You’ve earned your financial assets!

Our commitment is to help you manage and protect your accumulated wealth through effective tax, investment and personal planning strategies. You will receive personalized estate planning solutions which are carried out as you intend, maximizing financial benefits while minimizing taxes and fulfilling all fiduciary responsibilities. Whether your wealth and estate plan involves a simple will or a series of complex trusts, we make sure all the details are handled properly, throughout the years on your behalf while protecting your heirs.  Our lawyers can integrate your insurance, tax-deferred compensation and IRA distributions within your overall plan, and can provide for medical needs that involve elder care, incapacity or heirs with disabilities. Whether your estate is large or modest, we can assist you in developing an understandable plan which meets your specific needs and desires.

Among the planning techniques we can employ are:

• Simple Wills
• Complex Wills with testamentary trusts
• Revocable (or “Living”) Trusts
• Qualified Personal Residence Trusts
• Irrevocable Life Insurance Trusts
• Family Limited Liability Companies
• Grantor Retained Annuity Trusts
• General Durable Powers of Attorney
• Health Care Powers of Attorney
• Living Wills 
• Authorizations to Release Medical Information
• Business Buy-Sell Agreements

Our attorneys and staff look forward to the opportunity to serve all of your estate planning needs.