There’s more to estate planning than wills and trusts. Our comprehensive solutions help you plan your estate during life and after death, in a tax-efficient, prudent, and practical manner tailored to your specific needs.
Each client is unique, so we develop personalized plans that suit your financial position and family situation.
We also guide fiduciaries through the probate or trust administration process. We will appear in court as required, assist in the transfer of assets and resolution of claims, and implement the decedent’s estate plan.
Our goal is to work with families, individuals, and their advisors to ensure all estate matters are handled in the most advantageous manner for our clients.
Asset protection and estate planning are closely intertwined. We are at the forefront of this growing area of the law. With asset protection planning, we use the full benefits of the law to guard your most valuable assets from potential liabilities and loss.
We evaluate your family’s current financial position and goals to determine if your current and future assets are safe from potential creditors and predators. When appropriate, we will help you reposition and safeguard those assets as part of a comprehensive estate plan. Using the appropriate safeguards and strategies, we can minimize the risks of financial catastrophes.
We understand that many of our clients have worked a lifetime to build a successful business, and we share your desire to see that success continue with business structures that offer business succession and asset protection advantages. We work closely with our clients and their advisors to develop and implement a plan that will help efficiently transition your business beyond its current ownership structure to the next stages, whether through passage to the next generation or preparing it for a sale.
We’re sensitive to the point that transitional issues go beyond just tax planning and may involve family and close colleagues. Our goal is to provide meaningful advantages for the business and owners without unduly increasing administrative complexity or relationship dynamics.
There’s more to estate planning than wills and trusts. Our comprehensive solutions help you plan your estate both during life and after death, in a tax efficient, prudent, and practical manner. We know each client is unique, so we develop personal plans suited to your financial position and family situation. We also guide fiduciaries through the probate or trust administration process. We are experienced in tools to support all of your needs. While your private information is yours, leveraging a HIPPA waiver can help ensure your private medical information is disclosed to loved one’s, so that you receive the best possible care during a crisis or time of need. In addition, power of attorney documents are one of the most important estate planning tools to support making decisions for loved one’s for which you are caring.