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Estate and gift planning

Estate and gift planning
We help ensure our clients' wealth is efficiently transferred to future generations by developing plans to minimize taxes and maximize the impact of their personal goals through properly prepared documents, and appropriate gift and charitable planning. We can help integrate gifts into a comprehensive plan to obtain personal satisfaction and, if needed, retain income from and control over donated property. We may also suggest revisions to insurance plans, family asset allocations, gifting programs and pre-marital agreements.

Our team works with families to create plans to help manage affairs in the event of incapacity, including living wills and powers of attorney related to health care and personal finances. We can help reduce a family's burden during a difficult time by helping to make wishes clear before the need for stressful decision-making arises. In the event of death or disability, we assist in providing continuity for family businesses.

Estate and trust administration
When grieving the loss of a loved one, navigating the complexities of the probate process can be an overwhelming task. Our attorneys guide clients through the estate administration process including collection of assets, payment of debts and taxes, and distribution of property, according to the provisions of an estate plan.