Estate Planning
Our firm attorneys craft comprehensive, well-designed estate plans tailored to the needs of each client. We help our clients organize their personal and financial affairs in order to provide security and peace of mind to their loved ones in the event of an unexpected death or disability. We develop legal documents which will implement the estate plan best suited achieve the client’s personal and financial goals. These documents will often address a variety of unique circumstances: a second marriage, a disabled child, corporate compensation issues, estranged family members, a potential inheritance, a non-citizen spouse, heirs with addiction issues, imminent divorce, or ownership of property in another state, all of which require special attention and advice. Due consideration is given to the proper designation of beneficiaries on retirement vehicles and life insurance. In every case we look to achieving the disposition of assets at the least tax cost to the client during lifetime and upon death.
Our recommended Estate Plans may include: