Our services weave together the laws of income, gift, estate and generation-skipping taxation, trusts, estates, charitable giving, employee benefits, securities, insurance, partnerships and corporations. You work hard for your family, so knowing that you have planned for their long term well-being and financial security may bring you comfort.
Estate Planning and Drafting Wills and Trusts
We advise clients on advantageous estate planning opportunities, as they apply within the context of the particular client’s goals and objectives. Proper planning does more than just provide for the transfer of assets at death. Our clients include individuals and families who have accumulated substantial wealth, and those who are at the beginning of the process. We work with our clients to create individualized estate plans that preserve assets and minimize taxes.
Aside from the tax concerns, these estate plans address the special problems associated with specific assets, such as a family business, in ways that achieve the client’s goals. We also structure plans to take into account the special needs of beneficiaries to fulfill the client’s goal. We also address the practical issues of protecting assets from creditors and, at times, beneficiaries from themselves.
To schedule a consultation and discuss your legal options, contact us today.