ESTATE PLANNING AND WEALTH TRANSFER
We regularly assist clients in implementing strategies with the following objectives:
- Ensuring that their assets are passed to their intended heirs and beneficiaries in the most appropriate and efficient manner
- Reducing or eliminating taxes
- Avoiding probate and its related costs and expenses
- Protecting assets from depletion due to costs and expenses associated with long-term care or legal disability
The specific services that we provide in the estate planning and wealth transfer areas include the preparation, establishment and/or implementation of wills, revocable living trusts, irrevocable trusts, charitable trusts, special needs trusts, powers of attorney, family limited partnerships and family limited liability companies, gifting plans and associated gift tax returns, and business succession plans.