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Estate Planning
Our goal is to help you craft an estate plan that is tailored to your specific circumstances. We want to make sure that the plan we help you implement will smoothly and efficiently carry out your wishes after your passing. We want to help you develop an estate plan that will minimize taxes and will also minimize the potential for family disputes. Among other things, we handle the following:
- Wills
- Revocable Trusts
- Irrevocable Trusts
- Durable (financial) Powers of Attorney
- Health Care Powers of Attorney and Living Wills
- Retirement Account and Annuity Beneficiary Designations
- Charitable Gift Planning
- Pre-Marital Agreements
- Estate Tax Planning
- Trust Terminations/Modifications/Decantings