Estate Planning

We provide estate planning services to individuals, families, and closely held business owners. We emphasize intergenerational planning for families, focusing on family-wide goals while achieving the greatest tax benefits. Our services include:

  • CustomEstate Plans
  • Charitable and Planned Giving
  • Closely Held Business Succession Planning
  • Coordinating Planning With Financial Advisors
  • Elder Law
  • Estate and Gift Tax Return Preparation
  • Estate and Trust Administration
  • Planning for Special Needs Beneficiaries
  • Probate
  • Sophisticated Federal Estate Tax and Generation-Skipping Transfer Tax Planning
  • Wills, Revocable and Irrevocable Trusts, and Powers of Attorney