Estate Planning, Wills and Trusts

Our firm has a long history of assisting individuals and families in achieving their estate planning goals and objectives. We pride ourselves in creating tailored estate plans to fit the specific needs of our clients.  We assist our clients to understand and identify their particular wishes concerning the use of their property during their lifetime and its disposition following their death. We help our clients avoid common pitfalls and determine the legal documents and estate planning tools that best suit their individual needs and circumstances. Some of the specific services we provide are as follows:

  • Last Wills and Testaments (simple and testamentary trust provisions)
  • Durable General Powers of Attorney
  • Durable Health Care Powers of Attorney
  • Living Wills
  • Probate Avoidance Trusts
  • Tax Shelter Trusts
  • Special Needs Trusts and Trusts for Children and Grandchildren
  • Irrevocable Life Insurance Trusts
  • The review of beneficiary plans (i.e. life insurance, IRA’s, and 401(k)s)
  • The development of annual gifting plans to reduce tax burdens

Estate planning is an ongoing process and should be revisited as life progresses and goals and objectives change. The lack of an adequate estate plan can create unnecessary financial and personal burdens on your family and loved ones. If you are uncertain regarding any aspect of your estate, please consult with one of our knowledgeable attorneys who will help you understand the issues facing you and your family and assist in solving them.