Estate Planning for IndividualsWe work closely with our clients to design estate plans and solutions that address each client’s specific estate planning needs and objectives while minimizing estate taxes. A personalized estate plan is essential to ensure that the right assets pass to the right persons in the proper manner. Whether planning for minor children, blended families or incapacity, estate planning often includes:
- Wills and Trusts
- Durable Powers of Attorney
- Health Care Powers of Attorney and Living Wills
- Guardianships
- Special Needs Planning
- Elder Law Planning
- Asset Protection
- Federal and state income, estate and gift tax planning
- Planning for distributions of retirement benefits
- Planning with life insurance
- Planning with prenuptial agreements
- Charitable planning
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