Estate Planning

“Estate Planning” is a general term that encompasses a variety of life experiences common to each one of us. It’s about creating your very own “instruction manual” as to how, to whom and when your wealth is to be delivered to your loved ones. It’s about making sure that you have the correct “helpers” lined up to provide you with help when you might need it – and arming your “helpers” with proper legal tools to allow them to help in an effective and efficient manner. It’s about planning for life’s “bumps in the road” that happen when we least expect them. Our Estate Plans are customized and tailored to fit your family’s needs, and to prepare you and your family for the unexpected. Let us help you design a thoughtful and “smart” plan to protect the wealth you’ve spent a lifetime building. Services include, but are not limited to:

  • Revocable Living Trust based planning
  • Last Will and Testament based planning
  • Multigenerational planning
  • Special Needs Trust planning
  • Stretch IRA planning
  • Protective Trust planning for beneficiaries
  • Intra-Family wealth transfer planning
  • Lifetime gift design & planning
  • Advanced Wealth Strategies design and implementation
  • Estate Tax Return Preparation
  • Gift Tax Return Preparation
  • Grantor Trust Design & Planning
  • Incapacity Planning
    • Durable Power of Attorney
    • Health Care Surrogates
    • Living Wills
    • HIPPA Medical Record Waivers & Releases