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Our attorneys work with clients to achieve a variety of estate planning objectives. These objectives include minimizing estate, inheritance, gift and income taxes on the transfer of family wealth, protecting the income and assets of vulnerable beneficiaries, financing a secure and active retirement, maximizing the benefits of life insurance and optimizing the rewards of charitable giving. We design and draft the wide variety of documents needed to implement these estate planning objectives. These documents include simple and complex wills, trust agreements for revocable and irrevocable trusts, powers of attorney, health care directives, deeds and other asset transfer documents. We also advise and assist executors, administrators, trustees, guardians and agents under powers of attorney to achieve proper and efficient administration of their estates and trusts. We prepare and file documents required by the courts and governmental agencies that regulate fiduciaries. |
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