Our estate planning practice empowers clients to plan for their potential incapacity and eventual demise. We create client specific estate plans that reflect the client’s goals and objectives. Such plans typically include, a Last Will and Testament, Revocable Living Trust, Durable Power of Attorney for Financial Management and Advance Health Care Directive.

As part of this process, we will review and provide advice on beneficiary designations for retirement accounts, life insurance policies, and other accounts subject to such features. Our estate planning practice includes more sophisticated planning for generational wealth transfers that take income, gift, estate and generation-skipping transfer taxes into consideration. We also assist clients in accomplishing their charitable giving in a tax-efficient manner.