Estate Planning and Wealth Preservation


Estate Planning, Wills & TrustsOur wills, trusts, and estates practice focuses on assisting clients with planning for the administration of their assets, both during life and after death.  Estate Planning is a process, and must be coordinated with our client’s lifestyle and life cycle events.  Estate Planning transcends relationships, and involves both same-sex and opposite-sex family arrangements.  Family events such as births, marriages, and deaths, as well as changes in residence and domicile (either moving to a new home within the same area or to a new state entirely) often create the need to review estate plans and update applicable documents.

Lifetime planning includes discussion and implementation of each client’s goals and objectives specific to their personal and financial situations and concerns.  Trusts, both revocable and irrevocable, are sometimes involved, as well as other planning techniques.  We also assist clients with lifetime decisions involving Durable Powers of Attorney, Living Wills, Health Care Surrogate Designations, and Designations of Pre-Need Guardian.  This planning also includes discussion and implementation of choices involving children, including trusts for their benefit and guardians and powers of attorney for children in the event of the incapacity of a parent or guardian.

Planning for post-mortem (after death) administration of assets includes wills, revocable trusts, and irrevocable trusts.  We also advise clients on the use of life insurance to achieve estate planning goals.  As part of planning for trusts, we assist in implementing choices for trustees and successor trustees.