A wise person plans ahead (“Those who fail to plan, plan to fail.”) and this axiom applies equally well to the important area of personal financial and estate planning, as well as family wealth and business transition planning. We enjoy working with and advising our individual and business clients in developing innovative as well as traditional estate planning tools to enable them to acquire the peace of mind that often comes with getting one’s affairs in order. We have handled complex planning associated with unusually large estates (over $500 million in assets), as well as very modest estates.
We are equipped in assessing a client’s estate planning needs and designing a personally tailored plan to accomplish the objectives of our clients.
We routinely prepare simple to very complex documents to implement tax, trust, asset protection, and charitable benefits sought by our clients, as well as documents to assist in health care oversight.
Some client’s estates, regardless of size, are sometimes encumbered with complex family relationships requiring delicate and sophisticated planning arrangements. We understand and are possessed of the necessary skills and patience to work with our clients in pursuing the planning solutions to give a measure of peace and satisfaction in putting their personal and business wealth transition plan in place.
If you would like to receive our recommendation regarding your estate plan, click here to complete our Client Estate Information Form. Mail, fax or e-mail the completed form to one of the attorneys in our Estate Planning group listed here.
Attorneys who concentrate in this practice area: