Areas of Practice
A well-crafted estate plan offers reassurance that your assets will be protected throughout your lifetime and passed on to future generations in a tax-efficient way that aligns with your values and long-term vision. Our firm is dedicated to developing customized, forward-thinking strategies that address both tax and non-tax objectives. By taking a creative and innovative approach, we design advanced wealth preservation and transfer structures tailored to each client’s unique needs. Our plans often utilize:
Wills
Living Trusts
Incapacity Planning Documents, including:
Power of Attorney documents for Financial and Medical Purposes
HIPAA Authorizations
Directives to Family and Physicians
Declarations of Guardians for Financial and Medical Purposes
Declarations of Guardians for Minor Children
Irrevocable Trusts used in lifetime gifting strategies benefitting family and charity
Estate & TRUST Planning
Estate and trust administration ensures that your loved one’s legacy is managed with care and precision. From navigating probate, overseeing asset distribution, handling tax matters, and fulfilling fiduciary responsibilities, we provide comprehensive guidance through each step of the process. Our approach is both detail-oriented and compassionate, offering families clarity and peace of mind during what can often be a difficult time. By blending legal expertise with practical solutions, we work diligently to carry out your loved one’s wishes while protecting family harmony and minimizing administrative burdens.
Probate & TRUST ADMINISTRATION
Closely held business planning helps protect what you’ve built while positioning your businesses for long-term success. We work with our clients to design structures that safeguard assets, minimize tax exposure, and provide a clear framework for management succession or transition. By integrating business goals with personal wealth objectives, we create customized structures to preserve value, protect against risks, and support the future growth of the businesses and the family behind them. Our structures often utilize Limited Liability Companies and Limited Partnerships.