Estate Planning

Almost all individuals need some form of an estate plan, one that ensures their property will pass in accordance with their wishes and in a tax-efficient manner.  Through carefully prepared estate planning documents, such as sophisticated wills and trusts, we help our clients maximize the amount of property available to their beneficiaries while minimizing income, gift, estate and generation-skipping taxes.  In addition, we counsel clients on choosing fiduciaries, designating guardians for minor children and providing arrangements for family members with physical or emotional conditions.  When appropriate, we also provide advice on asset protection planning, charitable giving, life insurance and retirement benefit planning.