Estate Planning

Estate planning creates documents which address your individualized family issues and seeks to minimize the tax which may be charged by the government. Customized estate planning strategies are designed to manage and distribute your assets during your lifetime and after death. Additionally, an estate plan can address personal future healthcare decisions.

Our law firm’s members have assisted more than 3,500 clients in planning their estates. Our highly-respected attorneys use an individualized approach, taking the time to get to know you and your family and fully understand your concerns and goals. Often, the process can be overwhelming and emotional. We identify the issues and develop an effective plan tailored to your specific needs. Our attorneys help you achieve your goals and ensure that your wishes are carried out as desired in a tax-efficient manner.

You may be a business owner in need of a business succession plan, a parent looking to secure the care of a special needs child, or a person caring for elder parents. Regardless of your specific situation, we are experienced and committed to helping clients implement personalized estate planning strategies throughout various stages of life.

Our broad range of estate planning services include:

  • Wills
  • Revocable Living Trusts
  • Powers of Attorney
  • Living Wills / Healthcare Directives
  • HIPAA Authorizations
  • Family Trusts
  • Children’s Trusts
  • Life Insurance Trusts
  • Gift Trusts
  • Business Succession Planning
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Gift Planning
  • Retirement Planning
  • Generation-Skipping Trusts
  • Tax Planning
  • Asset Protection
  • Asset Preservation/ Long Term Care Planning
  • Real Estate Tax Appeals
  • Real Property Transfers (Purchase and Sale)
  • Negotiation and Preparation of Leases of Real Property
  • Guardianships and Conservator Actions
  • Adult Adoption

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