Trust & Estate Planning

Trust and Estate Planning includes the preparation of documents such as wills, trusts, powers of attorney, health care directives and associated documents. After consultation with our clients, we prepare estate plans tailored to the individual circumstances and goals for our clients.

Our primary concern is designing a plan to ensure the client’s assets are distributed the way the client desires upon his or her death. A secondary concern is limiting any taxes payable upon the client’s death. Therefore, estate planning often involves consideration of estate taxes, generation-skipping transfer taxes, gift taxes, income taxes on retirement benefits and capital gains taxes. Estate Planning can sometimes involve more advanced tools such as life insurance trusts, family limited liability companies, grantor retained annuity trusts, qualified personal residence trusts, private foundations, and charitable remainder and charitable lead trusts. For those clients who have family-owned businesses, estate planning can involve how best to transfer the business to the next generation.

In addition, we help our clients plan for the management of their affairs if they become incapacitated through general powers of attorney, health care powers of attorney and advanced directives for a natural death (living wills). We also represent clients regarding court-appointed guardianship matters.

 Estate Planning Questionnaire – Married Couple

 Estate Planning Questionnaire – Unmarried Couple

 Estate Planning Questionnaire – Single Person