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ESTATE PLANNING  |  Wills | Powers of Attorney | Living Wills | Irrevocable Trusts | Planned Gifting

Estate Planning Services

  1. Preparation and explanation of Last Wills and Testament

  2. Drafting Powers of Attorney (Financial and Health Care)

  3. Preparation and explanation of Living Wills

  4. Irrevocable Trusts

  5. Strategic Gifting 

  6. Real Estate planning


Experience & Skills

  1. Hundreds of families counseled each year

  2. Visits to client homes and nursing homes

  3. Prompt return of client drafts for review and execution

Estate Planning is about creating certainty by anticipating potential future scenarios and implementing a plan that will produce a particular result regardless of the variables inherent to those scenarios. In plainer English, this means that we meet clients, review their current situations and goals, and produce a plan that encompasses all of the what ifs that may inevitably occur in any of our lives. It may be impossible to predict the future, but our firm prides itself on our ability to plan around a multitude of probabilities. The result for all clients, we are proud to say, is certainty.

What is your desired result for the assets you accumulate during life? How do you want to benefit your children or other loved ones? Do wish to benefit certain charities? Do you have potential future tax liabilities that you should be avoiding? We take these goals, review your assets (current and future anticipated), and prepare documents such as Wills, Trusts, and Powers of Attorney, that will accomplish your goals. 

Many of us only require a "simple" Will, but due to increasingly complex tax laws and Medicaid regulations, even simple plans require skilled planning. This does not mean that estate planning is expensive; rather, it means that your estate plan should consider all of the possibilities that you and your loved ones may face.  The difference between a Will prepared by a general practitioner and a Will prepared by an estate planning attorney is that the latter will consider various possibilities, such as a child predeceasing you, or a minor beneficiary (maybe a grandchild) inheriting your property, or the presence of a disabled child.  The ability to anticipate problems is what separates our practice from the general practitioners.

Estate planning contemplates several types of documents, including Wills, Powers of Attorney, and Trusts.  All people need Wills and Powers of Attorney.  Some people may require Revocable Trusts or Irrevocable Trusts to accomplish their goals.  Further, many Wills include built-in Trusts that are activated only if a particular set of circumstances arises (such as a minor beneficiary inheriting property).  Every day, we draft these types of documents to accomplish the goals of our clients and their families.

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