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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.

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