Estate Planning

Prepare for illness or incapacity with comprehensive estate planning. We assist you in creating documents such as powers of attorney and healthcare directives, ensuring your wishes are respected and your affairs are managed according to your preferences if you become unable to do so.

Simplify the process of transferring assets by avoiding probate. Our estate planning services include setting up trusts and other mechanisms to ensure your assets are distributed efficiently and privately, reducing the time, cost, and stress associated with probate proceedings.

Ensure financial security for your loved ones through careful estate planning. We help you establish trusts, designate beneficiaries, and create plans that provide for the financial well-being of your family members, including minor children and dependents with special needs.

Reduce your estate tax burden with strategic planning. Our attorneys work to minimize the impact of estate, gift, and generation-skipping transfer taxes, preserving more of your wealth for your beneficiaries through techniques such as gifting, charitable donations, and trust planning.

Transfer assets during your lifetime with thoughtful gifting strategies. We advise on the legal and tax implications of gifting, helping you make informed decisions that benefit both you and your recipients while potentially reducing your taxable estate.

Plan for healthcare expenses with comprehensive estate planning. We assist you in setting aside funds for medical and long-term care, exploring options such as long-term care insurance, Medicaid planning, and healthcare savings accounts to ensure you are financially prepared for future healthcare needs.

We assist with charitable and planned giving strategies to help you support the causes you care about while maximizing tax benefits. Our services include setting up charitable trusts, donor-advised funds, and other giving vehicles.

We provide succession planning for closely held businesses to ensure a smooth transition of ownership and management. Our services include developing strategies to preserve business continuity, minimize taxes, and address family dynamics.

We work closely with your financial advisors to ensure that your estate plan aligns with your overall financial strategy. Our collaborative approach ensures that all aspects of your financial and estate planning are integrated and optimized.

We offer elder law services to address the unique legal needs that come with aging. Our services include long-term care planning, Medicaid planning, guardianships, and addressing issues related to aging and incapacity.

We prepare estate and gift tax returns to help ensure compliance with federal and state tax laws. Our meticulous approach helps minimize tax liabilities and ensures accurate and timely filings.

We assist with the administration of estates and trusts, guiding executors and trustees through the legal and fiduciary responsibilities. Our services include probate, asset distribution, and ongoing trust management.

We assist with establishing guardianships to protect the interests of minors or incapacitated adults. Our services include navigating the legal process, ensuring that the appointed guardian has the authority to make decisions on behalf of the ward, and providing ongoing support to manage the responsibilities of guardianship.

We provide specialized planning for beneficiaries with special needs to ensure their financial security and access to necessary resources. Our services include setting up special needs trusts and coordinating with government benefits.

We handle the probate process to ensure the orderly administration of your estate. Our services include filing necessary documents, managing creditor claims, and distributing assets according to your wishes.

We draft wills, revocable and irrevocable trusts, and powers of attorney to ensure your wishes are legally documented and enforceable. Our goal is to provide you with peace of mind knowing that your affairs are in order.