Estate Planning
Union TerminalEstate Planning is not a sideline for us – it’s one of the cornerstones of our practice. Effective planning is a process that goes far beyond the production of documents. A complete estate plan begins with a conversation about your personal goals and wishes, followed by a discussion of pertinent family matters and a detailed financial analysis. It 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 to build a tax-efficient estate plan that maximizes your ability to face events that affect you and your family during life and after death.
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
- Retirement distribution planning
- Asset protection strategies
- Succession planning for privately-owned businesses
- Estate liquidity analysis
- Gifting strategies
- Valuation planning
- Generation-skipping trusts
- Strategies for the payment and deferral of estate tax
