Estate Planning

Our commitment is to help you manage and protect your accumulated wealth through effective planning strategies. You will receive personalized estate planning solutions which are carried out as you intend, maximizing financial benefits while minimizing taxes and fulfilling all fiduciary responsibilities. Whether your wealth and estate plan involves a simple will or a series of complex trusts, we make sure all the details are handled properly, throughout the years on your behalf while protecting your heirs. We will provide for medical needs that involve elder care, incapacity or heirs with disabilities. Whether your estate is large or modest, we can assist you in developing an understandable plan which meets your specific needs and desires.

Among the planning techniques we often employ are:

• Simple Wills
• Complex Wills with testamentary trusts
• Revocable (or “Living”) Trusts
• Family Limited Liability Companies
•  General Durable Powers of Attorney
• Health Care Powers of Attorney
• Living Wills
• Authorizations to Release Medical Information
• Business Buy-Sell Agreements

We look forward to the opportunity to serve your estate planning needs.