Our objective is to help clients avoid probate, minimize their income taxes, estate taxes and gift taxes and to protect and preserve their assets for their retirement and to pass on to their heirs. We advise clients in all stations of life. There is no person too poor or too rich for our services or expertise. There also is no client too young or too old.
In particular, we prepare the following estate planning documents for our clients depending on their needs, their family relationships and their financial situation:
- Last Will & Testament
- Living Trust
- Durable Power for Attorney for
- Health – Care Decisions
- Testamentary Trust
- Living Will (Advanced Directive to Physicians)
- Durable Power of Attorney for Financial Decisions
For clients with simple estates, perhaps a simple, inexpensive last will & testament is sufficient. For persons with more complicated or extensive estates, we can prepare a large array of trusts to meet their more complex planning objectives, including the following:
- Credit Shelter (Bypass) Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Qualified Domestic Trusts (QDOTs)
- Special Needs Trusts
- Charitable Remainder Trusts (CRTs)
- Dynasty Trusts
- Qualified Terminal Interest Property (QTIP) Trusts
- Qualified Personal Residence Trusts (QPRTs)
- Irrevocable Asset Protection Trusts
- Grantor Retained Annuity Trusts (GRATs)
- Charitable Lead Trusts (CLTs)
- Beneficiary Directed Trusts