The firm assists estate planning clients in passing on their assets and their values to their beneficiaries. Estate planning services include:
- basic estate and disability planning documents such as a will, a financial power of attorney and a medical power of attorney
- revocable living trusts to avoid probate as well as protect and manage assets for beneficiaries until later ages
- advanced estate planning techniques such as Heritage Trusts to assist beneficiaries in experiencing self-accomplishment while reducing estate taxes
- charitable giving plans to assist clients in achieving the satisfaction charitable giving can provide while saving estate and income taxes
- creation of family foundations to perpetuate the family legacy of philanthropy through the generations
Working with us, you will gain peace of mind in your:
