Estate Planning

Photo of horses pulling a log meant to show you must work to plan ahead in Estate Planning.Whether the estate is simple or complex, our attorneys will craft a plan to help each client achieve his own unique estate planning objectives with administrative ease, income tax efficiency, and minimization of transfer tax. Considerations in developing the plan include:

  • Gift, Estate, and Generation Skipping Tax
  • Federal and State Income Tax
  • Planning for Disability
  • Planning for Retirement
  • Charitable Objectives
  • Investment Management
  • Funding College Education
  • Business Succession
  • Asset Protection
  • Life Insurance
  • Spousal Obligations
  • Blended Families
  • Minor Children
  • Disabled Beneficiaries
  • Spendthrift Beneficiaries
  • Probate Avoidance
  • Property in Multiple Jurisdictions
  • Appointment of Executors, Trustees, and Guardians

Documents to implement the estate plan may include:

  • Wills
  • Revocable Trusts
  • Powers of Attorney
  • Advance Medical Directives / Living Wills
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • Grantor Retained Annuity Trusts
  • Intentionally Defective Grantor Trusts
  • Charitable Trusts
  • LLCs or Family Limited Partnerships
  • Business Buy-Sell Agreements
  • IRA and Life Insurance Beneficiary Forms
  • Investment Account TOD Forms
  • Bank Account POD Forms
  • Deeds