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Estate Planning

In estate planning matters, we work hard to develop strong personal relationships with our clients and assist in educating them in a meaningful way about their estate and succession planning options and opportunities. We represent clients by designing estate plans that reduce estate and income taxes without sacrificing personal concerns, financial security or the needs of survivors. We counsel about both the tax consequences and the broader personal ramifications such as choosing the best fiduciary, planning for the future with minor children, elderly parents, or disabled dependants.

When our clients realize that without a properly structured estate, up to 70 percent of their estate could be lost to taxes of one kind or another, they often tell us they wish they had started planning sooner. Making estate planning a lifetime priority enables a person to take advantage of vehicles such as trusts and tax-sheltered accounts that will not only benefit them while they are alive, but also leave their estate in good shape for transfer to their family upon their death.

We assist clients in a broad range of matters, including:

  • Wills
  • Trusts
  • Living Wills
  • Healthcare Proxies
  • Durable Power of Attorneys
  • Asset Protection
  • Succession Planning
  • Tax Planning

Wills and Probate

We have extensive experience in representing the fiduciaries and beneficiaries of estates, trusts and guardianships. We provide counsel in all areas of estate and trust administration. We assist fiduciaries in the preparation of probate documents, the preparation and coordination of estate, gift and income tax returns and the resolution of controversies between beneficiaries.

Our services in this area range from handling complex multi-million dollar estates, requiring the valuation and disposition of sophisticated business, real estate and qualified assets, to relatively small estates consisting of only a few assets. We are proud of our reputation for concluding matters in an efficient and timely manner.

We assist clients in a broad range of matters, including:

  • Probate
  • Estate Administration
  • Trust Administration
  • Fiduciaries
  • Post-Mortem Planning