Estate Planning

Our attorneys are constantly reviewing tax codes to keep abreast of the more recent changes that can affect your estate planning. Our firm practices in all areas of Wills and Estate Planning, including assisting clients in estate planning to allow them to protect their families and to reduce and, in some case, completely avoid estate taxes.

Our attorneys pride themselves in keeping current with the most current practices in the field in the preparation of the following documents:

  • Wills
  • Trusts
  • Powers of Attorney
  • Living Wills
  • Charitable Remainder Trusts
  • Family Limited Partnerships
  • Guardianships
  • Elder Law
  • Estate and Gift Tax Return Preparation

Although Congress appears to have rolled back the estate tax provisions in the coming years, they have also provided for a reinstatement of the tax at the end of a trial period. Since the estate tax provides a significant source of revenue, you can rest assured that the tax will reappear in some form or another. If you have substantial wealth you want to preserve for future generations, you need a planner that has the vision of planning past the short-term—someone who can help you see the future for yourself and your children.

Even if tax considerations aren't at the top of your list, planning for the transfer of assets at your death may still be more important than you have stopped to consider. You may have a child or grandchild with special needs. You may have received much of your care and assistance from non-family members because your own children live far away. You cannot rely on the generosity of your heirs to care for another with special needs or to compensate those that have been particularly good to you. We know the ways to plan for the care of those you love after your death and we can explain them all to you.

Articles for further information:

Medicaid Changes in the Deficit Reduction Act of 2005

Wills, Trusts, and Estate Planning

Estate Planning Basics

Irrevocable Life Insurance Trusts

Agent's Powers and Duties Under A Power of Attorney for Property

Applicable Forms:

Estate Planning Intake Sheet