Estate Planning

Estate Planning is a diverse area of the law that can help clients preserve and manage property as it passes to future generations.  A primary objective of this planning is to aid other family members during periods of anxiety, sadness, and loss.

An integral part of Estate Planning is the use of different legal documents, from simple to sophisticated, to address and implement each particular client’s specific needs, desires and objectives.  The basic estate plan includes a will and ancillary documents that carry out the wishes of the individual upon death and also provide that person with assistance as needed during lifetime by appointing one or more agents to act for that individual under different circumstances.

Estate Planning allows an experienced attorney to assist a client in achieving unique planning goals by designing estate and wealth transfer plans based on each client’s unique circumstances.

Our attorneys provide counsel and guidance during all phases of the Estate Planning process in order to help individuals and families identify, answer, and plan for various contingencies that may arise during lifetime upon death.

Estate Planning includes consideration of the following:

  • Wills
  • Revocable Management Trusts
  • Pre-Nuptial Planning
  • Post Nuptial Planning
  • Irrevocable Life Insurance Trusts
  • Powers of Attorney
  • Directive to Physicians
  • Gift in Trust for Minors
  • Business Succession Planning
  • Asset Protection Planning
  • Charitable Planning

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