The firm’s practice includes preparation of wills and traditional inter vivos or living trusts (which the firm has been drafting for over 15 years), as well as more advanced planning techniques such as irrevocable trusts, estate insurance planning, family limited partnerships and limited companies, private foundations, charitable remainder trusts, and retirement plan distribution planning. The firm also prepares financial powers of attorney and advance health care directives.
We can help you understand whether you should form a will or a combination of a will and trust to maximize your legacy to loved ones, and avoid unnecessary legal expenses and taxes. Each estate plan is tailor-made because each of our clients is unique. By starting your estate plan early, you may enjoy greater flexibility and tax savings in the future.
- Last Will & Testament
- Special Needs Trusts
- Life Insurance Trusts
- Durable Power of Attorney
- Advanced Directive to Physicians