Estate Planning

we strive to put our clients’ minds at ease With the knowledge that their affairs are in order

Our primary objective is to craft personalized estate plans in order to ensure that our clients’ assets are distributed according to their wishes. Since taxes imposed on an estate at death can substantially reduce your legacy, our attorneys also advise our clients as to the appropriate level of tax planning. All of our attorneys have extensive experience drafting estate plans that maximize the use of available credits and deductions, and minimize the impact of taxes applicable to decedents' estates. Our attorneys endeavor to educate our clients, empowering them to understand the provisions and complexities involved in order for our clients to feel comfortable signing their documents.

Our Firm's estate planning practice includes preparation of everything from simple wills, living wills and powers of attorney, to a broad range of trust agreements such as living revocable trusts strictly for probate avoidance, marital trusts, credit shelter or by-pass trusts, irrevocable life insurance trusts, charitable remainder trusts, qualified personal residence trusts, and grantor retained annuity trusts. Our attorneys also advise our clients as to gifting strategies to utilize annual and lifetime exclusion amounts as well as transferring assets to reduce the size of their taxable estates.