Estate planning is crucial to sound financial planning, whatever the size of one’s estate. From simple wills, powers of attorney and trusts, to complex estate tax planning, we provide the legal expertise to prepare and file the documents necessary to accomplish your goals.
The revocable trust (also known as a living trust) is a useful planning tool. We complement planning objectives with durable powers of attorney for financial and health care purposes. Special legal techniques are required for persons with disabilities and their families to preserve eligibility for government services and benefits. We help you to reduce to legal minimums the tax consequences of wealth accumulation, preservation and succession.
Whatever your estate planning needs, call us today to begin the discussion to provide an orderly and economical handling of your financial affairs.