Services we provide
Wills, trusts, durable powers of attorney, health care directives, and related estate planning documents for individuals and married couples;
Planning to avoid probate;
Planning to minimize estate taxes;
Planning to minimize income taxes, including income taxes on trusts;
Planning to maximize income tax deferral on IRAs and qualified plan benefits, including amounts payable to trusts after death;
Estate planning for couples who are in a second marriage;
Planning for individuals contemplating remarriage;
Elder care planning, including planning for long-term care expenses;
Planning for individuals with special needs;
Asset protection planning;
Divorce protection planning for clients and their children;
Representation of executors and trustees in probate and trust administrations, including assistance with the preparation of all related estate and income tax returns;
Representation of closely-held business owners, including owners of interests in C corporations, S corporations, limited liability companies, partnerships, and sole proprietorships, with respect to all matters from the initial organization of the business through succession planning for the next generation;
Charitable gift planning and planned giving;
Estate planning for life insurance; and
Selecting a trustee for family members.