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Estate Planning Strategies

We discuss estate goals (inheritance, charity, and more), and devise strategies to address them. For clients who are likely to have large estates that will be subject to inheritance taxes, we work with experienced estate attorneys to address the legal and tax aspects.

  • Wills
  • Living wills
  • Trusts
  • Power of attorney
  • Health care proxy
  • Irrevocable life insurance trusts
  • Estate taxes
  • Guardians for minor children
  • Charitable giving
  • Avoiding probate
  • Controlling the distribution Gifting strategies
  • Family limited partnerships
  • Property ownership
  • Beneficiary planning & audit
  • Tilting of assets
  • Executor/successor trustee issues
  • Spousal benefits
  • Asset protection
  • Probate support services