estate planning

ESTATE PLANNING

Everyone needs an estate plan.  It is a mechanism to carry out your specific wishes with respect to every part of your life that you now control regardless of your personal wealth and including your children, financial affairs, and your medical care.  A trusted legal advisor is essential to constructing a comprehensive and customized estate plan that reflects your wishes in the event of incapacity or death to manage financial and medical decisions, care for minor children, charitable giving, and planning for estate taxes.  For clients with multistate and multinational connections, a well-crafted estate plan is even more critical to ensure all your interests are managed and protected according to your goals.

Our estate planning practice is designed to address both our clients’ current needs and to help them develop long-term strategies for the future.  Planning starts with an in-depth discussion of a client’s goals and concerns.  These conversations guide us in drawing up estate planning documents, which commonly include wills, trusts, powers of attorney and health care proxies.

Relationships are at the heart of our business, and we work with clients and their family members at each stage of life.  This team approach extends to family advisors, and we work closely with other professionals such as accountants, financial planners, and insurance agents.

Planning may involve sophisticated strategies such as multi-generational gifting, estate valuation freeze planning, or the purchase of life insurance. No matter the complexity of the plan, our goal is to help clients chart a clear course for safely navigating the future and its uncertainties.