Estate planning is a
term that can mean different things to different people, but it most certainly
encompasses the lifetime preservation of wealth, minimization of taxes, and
establishment of a plan for orderly transition of wealth to one's heirs.
We strive to accomplish
all of these goals for our clients. We monitor changes in federal and state law
that require revisions to existing documents, as well as counsel clients on
interpreting their current wealth philosophies into new or revised plans that
create a legacy for their selected heirs and/or charities.
Estate planning and
administration services include:
- Estate plan design and implementation
- Retirement planning with large IRAs and pension
- Gift strategies with closely held businesses and family
- Consultation on long-term care, powers of attorney and
Charitable gift planning