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
