Estate planning is the cornerstone of our practice. Effective planning is a process that goes far beyond the production of documents. A comprehensive estate plan begins with a robust conversation about your family, values, and goals. The process does not end until the plan has been fully implemented, from signing documents to re-titling assets and updating beneficiary designations. By looking at the entire picture, we work with you and your advisory team to build a tax-efficient estate plan that maximizes the opportunities and protections provided by the appropriate transfer of wealth.

While a basic estate plan typically includes a will, revocable trust, durable power of attorney, and health care directives, we also recommend and implement additional planning techniques, such as:

  • Irrevocable trusts
  • Charitable trusts
  • Asset protection strategies
  • Succession planning for privately-held businesses
  • Gifting strategies
  • Generation-skipping transfer (“GST”) trusts
  • Strategies for the payment and deferral of estate tax