Everyone is concerned with bringing order to their affairs as well as passing on their goals, values, and passion for life's important matters. From physical and financial concerns to protecting hard-won assets, and enduring wishes, we use the tax laws to maximum advantage to ensure inheritance and other goals of the estate.
We'll collaborate with other attorneys, accountants, financial planners, investment and insurance professionals in order to serve the specialized planning needs of individuals and families.
We assist clients with:
Last Will and Testament
Trust Agreements
Durable Power of Attorney
Health Care Power of Attorney
Appointment of Health Care Representative
Living Will
Charitable Planning
Dynasty Trusts
Tax Planning
We also provide a wealth of additional legal services associated with estate planning, including:
- An analysis of the proper and improper use of the various probate avoidance techniques
- Ensuring property is properly titled and trusts are appropriately funded
- Providing a plan for the possibility of subsequent incapacity or disability
- Planning to avoid the possibility of future litigation