It is essential that you and members of your family develop an estate plan that accounts for a wide variety of issues and possibilities. Our attorneys take the time to understand your needs and circumstances, explain the available options, and work closely with you to develop a plan that meets your goals with minimal tax implications.
We provide a wide variety of estate planning services, including advice and representation in matters involving:
The need for a will and estate planning is rarely a one-time event. Wills must be kept up-to-date, and estate plans can change with major life events or as assets grow and evolve. And with IRS rules changing every year, our involvement with you and your accountant can be especially important to preserve wealth for the next generation.
Setting up trusts is a significant part of our estate planning practice. You receive tax advantages now and protect your assets for distribution at a later date. Having an attorney on your side who understands your goals can be a valuable asset for your family or business. And, having a current and comprehensive will and estate plan deters the possibility of future relationship and financial distress in probate court.