Estate Planning

Proper Estate Planning Keeps You In Control

Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should not only contemplate your testamentary wishes upon death, but should also allow for the possibility of your own disability. It should give “what you own to whom you want, when you want, and the way you want.”

The first step in any estate plan we develop for you is a thorough understanding of your needs, goals, dreams and aspirations. Most people want to ensure that they and their significant others are taken care of now and through their retirement years.

The foundation of estate plans is laid out by those you care about and who will someday receive the benefits of your success. We help you protect and preserve your wealth as well as implement strategies and tools to save taxes.

A Process Guided by Knowledge, Wisdom and Experience

We approach estate planning as an ongoing process – one that begins with understanding you and your family’s needs and goals and continues way beyond the drafting of legal documents.

The greatest benefit for you resides in the advice and counsel you and your heirs will receive now and in the future – advice based on 30 years of knowledge, wisdom and experience.

It’s important to recognize that an estate plan needs to be updated periodically. First, there is constant change in your personal, family and financial/business situation and second, there is constant change in both tax law and the legal environment at large that may impact your estate plan.

Integrating Family, Business and Estate Planning Legal Expertise

Because of our expertise in family, business law and transactional law, we can also offer legal counsel with regards to changes in your marital or health status and business transactions, for instance, the buying or selling of a business.

For example, we can help you set up succession plans if you own a business and would like to favor your children or specific employees to inherit stock in the company. Or, you receive a tempting offer to sell the company. We can help you with that and the attendant changes that require modification of the estate plan.

We are there for you and your heirs throughout your lifetime – and beyond.