Planning for the disposition of your estate can be a difficult conversation. However, making sure you have properly provided for loved ones is a priority for many of our clients. We work with individuals to explain the estate planning process and assist with multi-generational wealth transfer.  We can help you to review your current documents to ensure they are up to date with the most current tax laws or help you create a strategy that will efficiently address your specific estate planning needs.

We can help clients:

  • Understand how to avoid probate and how to ensure the privacy of your estate
  • Reduce/ eliminate estate taxes
  • Provide for your heirs
  • Help with gifting to family members or charities  
  • Protect your assets from creditors
  • Plan for healthcare needs in the event of incapacity
  • Understand and Identify the appropriate trusts for your needs
    • Testamentary Trust
    • Living Trust
    • Spousal trust
    • Charitable Remainder Trust (CRUT)/Charitable Remainder Annuity Trust (CRAT)
    • Grantor retained income trust (GRIT)/ Grantor retained annuity trust
    • Qualified Domestic Trust (QDOT)- for non-citizen spouses
    • Special Needs Trust

Together we can create a strategy tailored to your wishes and needs.  While we do not give specific tax advice or draft legal documents we will work with your other professionals to ensure a comprehensive estate plan is in place.  Estate planning can help you reduce stress, time and money spent when addressing your estate needs early.