Estate Planning, Trusts and Probate
At our firm, we counsel our clients through all phases of estate planning. Our goal is to work with clients to secure their future financial needs and those of their families and to minimize state and federal gift and death taxes and other costs. Where appropriate, we utilize estate planning vehicles such as revocable living trusts, irrevocable trusts, family partnerships, limited liability companies, qualified terminable interest property (QTIP) trusts, life insurance trusts, charitable trusts, simple wills, complex wills, general and specific durable powers of attorney and powers of attorney for health care. We encourage clients to review their existing estate plans at least every three to five years, and more frequently where personal, family, or financial circumstances change.