By providing thoughtful, tailored estate and tax planning advice, we assist our clients in creating and implementing estate plans that create value and peace of mind. Utilizing a variety of estate planning tools and techniques, we craft plans that minimize tax exposure while providing for and protecting family members, future generations, and the charitable causes important to our clients.
These devices include wills, revocable “living” trusts, advanced health care directives, durable powers of attorney, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), irrevocable life insurance trusts (ILITs), and charitable trusts. In addition, we advise family businesses in the creation of family limited partnerships and LLCs and plans for business succession.