Whether you are in the early stages of asset accumulation or have spent years developing business interests and building a financial portfolio, careful planning is an important step in protecting and preserving your estate. By their nature, estate planning services are tailored to the individual requirements of each client. Depending upon a client’s needs, we can counsel on a single planning issue or can advise on a broad range of personal and business goals. We provide a comprehensive array of estate planning advice and documentation for estates of all sizes and complexities.
We have many years of experience in designing and implementing a comprehensive variety of Wills, Trusts and other estate planning documents using strategies appropriate for each client’s situation — from the basic to the most complex. We advise clients of their options and make recommendations based on their needs. We also assist clients with the important practical and emotional aspects of the planning process. When appropriate, we can advise clients on the use of advanced estate and gift taxation techniques, asset protection planning and asset management protection as well as assisting clients with the steps and details to implement the plan.
We prepare estate plans for our clients to minimize taxes while fulfilling their desire to preserve, manage and transfer their assets according to their wishes. We analyze the needs and goals of our clients in preparing their estate plans and provide comprehensive tax sensitive documents tailored to our client’s objectives. As part of an estate plan, we may use a variety of tools including: