Estate & Wealth Transfer Planning

The firm’s estate planning practice provides for the efficient transfer of a client’s assets during life and at death to their intended beneficiaries, utilizing a broad array of tax-effective strategies. These services range from the preparation and execution of simple wills to more sophisticated estate planning instruments, including revocable trusts, lifetime credit shelter trusts, IRA trusts, qualified personal residence trusts, grantor retained annuity trusts, family limited partnerships, charitable trusts and private family foundations, to name a few. The firm also provides advice regarding gift planning, family business succession planning and retirement planning and the related tax consequences. Our firm works toward maximizing the after-tax value of our clients’ assets while at the same time respecting each of our client's unique personal wishes.