Estate Planning

Our estate planning services including the following:

  • Wills and trusts that provide intricate details about the transfer of personal wealth during life and after death. Powers of Attorney (Medical and Estate) and Directives to Physicians (also known as a living will).
  • Legal advice on tax issues including income, estate, gift, inheritance and generation-skipping taxes.
  • Estate planning through inter vivos gifts, insurance planning, various "estate freezing" techniques, and charitable gift planning.
  • Organization and assistance in the administration of closely-held entities, family limited partnerships, limited liability companies and corporations, including buy-sell agreements and employee benefit planning.
  • Trusts for providing health care and property management for incapacitated or elderly clients or relatives of clients..
  • Drafting marital property agreements, powers of attorney, designations of guardian, and partnership contracts.

For more information on obtaining your personalized estate planning documents, please do one or both of the following:

  1. Contact us to set-up an in-person consultation; and/or
  2. Go to the tab labeled “Will Questionnaire.”

Please thoroughly complete the requests and return the form to us so that we can evaluate your situation to provide you with a proposal of services and a price quote.