Estate Planning

We provide a full range of estate planning services to individuals and families. The process starts with a review and analysis of your assets and liabilities, your family circumstances, both tax and non-tax concerns and a review of your overall objectives. It also includes planning for management of your personal and financial affairs in the event of incapacitation.

Estate planning is a fluid process that changes and evolves over time as your means, needs and circumstances change over your lifetime. Your basic estate planning documents should include a will or trust, a general durable power of attorney and an advance directive (living will) and/or health care proxy (medical power of attorney).  Once you have completed your basic estate planning, if and when appropriate, you can turn your attention to more advanced planning techniques to minimize or even eliminate estate and inheritance taxes that remain and to otherwise address succession of your estate and protection of its assets.