Estate Planning

A Will and Estate Plan is no longer as simple as delegating assets to survivors. An ever changing tax law at both a federal and state level mean that tax minimization has become equally important. In addition to forming and executing Wills and Estate plans, our firm ensures that the estate receives as favorable tax treatment as possible. The firm is able to handle the simplest of Wills to the more complex and time consuming Estate Plans, which may use more legal entities such as trusts to achieve client goals. The firm is able and ready to address client needs in the following categories:

• Wills
• Durable Powers of Attorneys
• Health Care Proxies
• Living Wills
• State and Federal Estate Taxes Minimization
• Asset Protection
• IRA Minimum Distributions
• Multi-Generational IRA Planning
• Trusts Formation and Administration