Estate Planning

We use innovative strategies to preserve wealth and comply with the ever-evolving laws regarding valuation, make estate planning a dynamic field. We will explain and prepare the necessary planning documents and instruments including:

  • Last will and testament;
  • Transfer documents to effectuate gifts;
  • Durable powers of attorney covering financial decisions;
  • Health care proxies covering medical decisions;
  • Advance directives to physicians;
  • Designation of guardians for minor children;
  • Elder law issues such as Medicaid planning;
  • Revocable living trusts;
  • Life insurance trusts;
  • Special needs trusts;
  • Business succession planning;
  • Private foundations and other charitable organizations