ESTATE 

PLANNING 

The goal of our estate planning, trust and probate practice is to provide a comprehensive and precise estate plan tailored to each client's individual needs and desires. Quality estate planning dictates that we arrange the client's assets, both before and after death, in a way that maximizes specific family objectives by considering various contingencies and minimizing taxes. The range of options and the variety of possible assets, combined with different personal objectives and the intricacies of fiduciary and tax laws, require careful planning to maximize the benefit from this complex and highly individualized process.

 

Our estate planning process will involve careful review and analysis of existing documents; preparation, review, and revision of different proposals for consideration; and summaries outlining the distribution patterns and tax consequences of each proposal. This process, of course, will include meetings with the client and possibly the client's other advisors to ascertain specific objectives and may involve specialized research on relevant issues affecting the client's particular circumstances.

You worked hard to accumulate wealth and protecting that wealth is your right and our mission. Your wealth gives rise to planning issues. Specific personal circumstances such as family members with special needs, second marriages, non-citizen spouses, highly appreciated assets, illiquid business interests, and charitable intentions require careful analysis.

Proactive strategies that address your concerns require knowledge, insight, creativity and understanding. We possess the skills to develop and implement a personalized plan that meets your specific requirements.

 

 

Estate Planning

The following questionnaire files are available in PDF format which requires Adobe Reader.

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