ESTATE PLANNING


Our estate planning practice serves a wide variety of clients in different life situations and stages, with services ranging from simple will preparation to complex multigenerational estate plans. We work with clients in developing their initial estate plans, as well as updating and modifying those plans as life circumstances and needs change. We also perform a full range of estate administration services. Some of our specific services include:

Planning:

  • Will and trust drafting
  • Trust creation, including grantor retained annuity trusts, qualified personal residence trusts, special needs trusts, charitable trusts, and life insurance trusts
  • Business succession planning, exit planning for business owners and buy-sell agreements
  • Estate tax planning
  • Medicare planning
  • Life and long term care insurance planning
  • Set up of limited liability companies and family limited partnerships for estate purposes
  • Real estate ownership transfer plans
  • Health care proxies
  • General and special powers of attorney
Administration:
  • Probate representation
  • Estate tax returns
  • Trust administration
  • Asset re-titling
  • Advocacy and representation in life and long term care insurance disputes
We believe that proper estate planning is necessary for most individuals and families, not just the wealthiest, the elderly, or business owners. It is our goal to provide each of our estate planning clients with comprehensive, compassionate and cost effective counsel. Please contact us for a free estate planning consultation.