Our firm provides a wide variety of estate planning services.  Regardless of the size of your “estate,” a professionally prepared estate plan is a gift to your loved ones that can clearly outline your final wishes and save significant headaches, conflict and expense after your death.  We have extensive experience in matters relating to:

Simple Wills

Powers of Attorney (both Financial and Medical)

Living Wills

HIPAA Authorization Forms

Revocable (Living) Trusts

Complex Wills

• Planning for 2nd Marriages and Blended Families
  
• Estate, Gift and Generation-Skipping Transfer (GST) Tax Planning
  
• Supplemental Needs or Special Needs Planning
  
• Pet Trusts

Irrevocable Trusts

• Life Insurance Trusts (ILITs)
  
• GST Exempt (Dynasty) Trusts
  
• Qualified Personal Residence Trusts (QPRTs)
  

Planning for Minors

• Guardian Designations
  
• Transferring Assets to Trusts or UTMA Accounts for Minors
  
• 529 Plans and Other College Savings Options
  

Lifetime Gifts

• Annual Exclusion Gifts and Larger Gifts
  
• Gift Tax Returns (Form 709)

Trust Administration 

• Representing either Trustees or Beneficiaries on Construction, Modification/Reformation and Termination of Trusts
  
• Conversions to Unitrusts
  
• Removal and Replacement of Trustees
  

Charitable Planning

Asset Protection

For more information contact us today.