Estate Planning
Our firm will help you analyze and select a flexible life-long estate plan for you and your loved ones providing for effective and strategic asset distribution in accordance with your objectives. We facilitate and implement your wishes from planning, drafting, execution, administration, and review and revision, to probate administration and final distribution.
When life's changes call for a review - such as divorce, diminished or increased asset valuation, you have a child, an heir or administrator becomes incapacitated or dies, or the law that affects your estate changes - our firm will take a fresh look at your plan.
Representative services:
- Wills
- Living trusts
- Charitable giving trusts
- Irrevocable gift trusts
- Generation skipping trusts
- Life insurance trusts
- Income and annuity trusts
- Family limited partnerships (FLPs)
- Business succession planning
- Qualified terminable interest property (QTIP)
- Children's trusts
- Gift Tax Exclusions Trusts (Crummey Trusts)
- Durable Power of Attorney
- Living Wills
- Health Care Proxy Directives
- Guardianship Directives
