Estate Planning & Representation

Our experience includes everything from the drafting of an individual’s will, to complex estate tax planning and wealth continuity.

Many individuals do not realize the estate tax liability that may be incurred upon their death and the detrimental consequences that such estate tax liability will have on their families. We can help families handle these situations with tools such as trust agreements and charitable gift giving plans.

When analyzing an estate plan, we strive to provide security for the family by minimizing estate tax liability and its consequences.  As part of our estate plans, we provide our clients with financial and health powers of attorney and living will declarations for implementation during their lifetime.

Our firm also handles the administration of a decedent’s estate, ensuring that the intentions of the decedent through the last will and testament are carried out while considering the estate tax issues that arise following a person’s death.

Estate Planning Fact Sheet

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