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Our firm handles all aspects of estate planning, will & trust drafting,
probate and trust administration. Applying our in-depth knowledge of federal and
state transfer tax law, we develop estate plans tailored to the individual
client. This process involves our analysis of the client's and the family's
relationships, needs, charitable wishes, and other personal and financial goals.
We then develop an estate plan and, upon the client's approval, prepare wills,
living wills, powers of attorney, health care powers of attorney, various types
of trusts, family and limited partnerships, limited liability companies and
partnerships, corporations and other documents necessary to implement the plan
to help our clients achieve their goals at the lowest possible tax cost. In
addition to document preparation, we counsel clients with regard to various
estate and financial matters such as the use of life insurance, family and
charitable gifting programs, and legal techniques available to minimize both
income and estate tax and maximize family inheritance. We regularly attend
conferences and seminars given by nationally recognized groups and belong to
professional organizations which are specifically organized to assure that its
members have the latest information available to assure the highest quality
service to our clients.
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