Basic Estate Planning

We assist clients with diverse backgrounds, assets and goals.  We pride ourselves on custom tailoring each estate plan to fit the needs of the client while providing the best tax planning possible.  In addition, we explain the complexities of the estate and gift tax laws so the client understands the estate planning documents.  Our clients range in net worth from a few million dollars to well over $50 million, and we have the experience, creativity and expertise to craft plans of all levels of sophistication.

 

We prepare basic estate planning documents such as wills, living trusts, nominations of guardians for minor children, advance health care directives, durable powers of attorney for financial matters, and HIPPA forms.  We also advise clients on the often-overlooked issue of preparing the next generation for handling wealth.  We prepare documents necessary to transfer all types of assets to trusts and to update beneficiary designations for retirement, insurance and annuity plans so that our clients can fully implement a comprehensive tax efficient estate plan designed to accomplish their goals and objectives.

 

We believe that our clients should be able to understand all of the documents we prepare for them.  To this end, we adopt a writing style intended to be “user-friendly” even while negotiating complex tax issues and we provide our clients with explanations and instructions to assist in the continued management of a trust.