Estate Planning
We provide estate planning services to individuals, families, and closely held business owners. We emphasize intergenerational planning for families, focusing on family-wide goals while achieving the greatest tax benefits. Our services include:
- CustomEstate Plans
- Charitable and Planned Giving
- Closely Held Business Succession Planning
- Coordinating Planning With Financial Advisors
- Elder Law
- Estate and Gift Tax Return Preparation
- Estate and Trust Administration
- Planning for Special Needs Beneficiaries
- Probate
- Sophisticated Federal Estate Tax and Generation-Skipping Transfer Tax Planning
- Wills, Revocable and Irrevocable Trusts, and Powers of Attorney