Estate Planning, Asset Management & Protection

Our firm assists clients in developing arrangements to meet the clients’ specific wishes while also taking into account estate taxes, family relationships and financial management issues. Our firm’s goal is to create a comprehensive estate and retirement plan for each client which addresses tax, family, retirement, disability and financial issues. Such plans often include:

  • Wills
  • Living Wills
  • Durable General Powers of Attorney
  • Healthcare Power of Attorney
  • Family Limited Partnerships/Limited Liability Companies
  • Revocable Living Trusts
  • Grantor Retained Annuity Trusts
  • Charitable Trusts

Our attorneys are experienced in handling all issues involving the preservation and transfer of all forms of economic wealth, including stocks and bonds, real estate, family businesses and retirement plan accounts. Our advice and recommendations also take into account our clients’ concerns in respect to the difficult issues involved in caring for incapacitated individuals and transferring wealth from generation to generation.

Attorneys Practicing in This Area:

Blog Posts on Estate Planning

Blog Posts on Probate

Blog Posts on Asset Protection