Estate Planning
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
Irrevocable Trusts
Planning for Minors
Lifetime Gifts
Trust Administration
Charitable Planning
For more information contact us today.
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
- Asset Protection Planning (including planning for a beneficiary's potential divorce)
- Supplemental Needs or Special Needs Planning
- Pet Trust Planning
Irrevocable Trusts
- Life Insurance Trusts (ILITs)
- GST Exempt (Dynasty) Trusts
- Qualified Personal Residence Trusts (QPRTs)
- Other Split-Interest Trusts (including GRATs, GRUTs, CRTs, CLTs, etc.)
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
Trust Administration
- Representing either Trustees or Beneficiaries on Construction, Modification/Reformation and Termination of Trusts
- Conversions to Unitrusts
- Removal and Replacement of Trustees
- Decanting
Charitable Planning
For more information contact us today.