ESTATE PLANNING

The goal of estate planning is to distribute your estate in the manner you desire when, how, and under what conditions you want. We also provide guidance on healthcare wishes, appropriate funeral arrangements, and plan for the guardianship of minor children. In addition, we work with our clients to minimize the tax burden of their estate, protect the estate from creditors, and preserve the estate for the intended beneficiaries. Importantly, we advise our clients on ways to pass property outside of the probate court system to make the estate administration more efficient and less time-consuming.

We offer several estate planning options to help protect your family wealth, business, and investments. We will help you with the most appropriate planning options according to your goals and unique needs.

Some of our planning options include:

  • Revocable Living Trusts
  • QTIP’s & Other Marital Trusts
  • Pour-Over Wills
  • Durable Power of Attorneys
  • Health Care Power of Attorneys
  • Living Wills & Directives
  • HIPPA Authorizations
  • Funeral Instructions & Disposition of Remains
  • Premarital and Marital Property Agreements
  • Children’s Trusts
  • Guardianship Declarations
  • Non-citizen Estate & Tax Planning
  • QDOT’s for Non-Citizen Spouses
  • Federal Estate and Gift Tax Strategies
  • Irrevocable Life Insurance Trusts
  • Federal Gift and Estate Tax filings
  • Intentional Grantor Trusts
  • Irrevocable Gift Trusts
  • Business Continuity Planning
  • Qualified Personal Residence Trusts
  • Management Trusts
  • GRATs & GRUTs
  • Dynasty Trusts
  • Family Limited Partnerships or Limited Liability Companies
  • Domestic Asset Protection Trusts
  • Charitable Trusts and Planning
  • Private Foundations
  • Off Shore Trusts
  • Probate and Estate Administration
  • Real Estate deeds
  • Asset Protection Planning