Estate Planning

Estate Planning

Ensure your estate passes to whom you want, when you want, and in the manner you have chosen.  We skillfully and carefully plan for the transfer and administration of assets upon the death or incompetence of a loved one.

See below for more details about the areas our estate planning attorneys can assist with.

If you are interested in having someone contact you regarding your estate planning, please complete the following form and someone from our firm will reach out to connect you with one of our estate planning attorneys.

Whether you’re hoping to avoid probate, minimize estate and gift taxes, or simply want to ensure your assets are distributed in accordance with your wishes, wills and trusts are an essential part of your estate plan.  Our team can draft testamentary documents tailored to your situation, while maintaining flexibility for future changes in plans or circumstances.

The federal government imposes an estate tax for estates valued in excess of a certain amount set by law.  Our team can help clients avoid or minimize this tax, while remaining flexible in case of future changes to the law.

The estate tax mentioned above also applies to transfers made during your lifetime in the form of a gift tax.  However, lifetime gift planning can help minimize the overall impact of the estate and gift tax, while empowering you to make gifts to children, other heirs, or charities during your lifetime, so that you can see and enjoy the impact your gifts make.

An asset protection plan provides assurance that your financial achievements are protected and preserved for your heirs and beneficiaries.  We can help you choose the right way to safeguard your accumulated wealth against unexpected events and unforeseen changes in the lives of your beneficiaries, while minimizing tax liability.

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