Create an Estate Plan That Endures
For many, “foundational” estate planning represents the largest transaction of a lifetime, effectively transferring all assets to loved ones or a charity.
Our Estate Planning Group focuses on assisting clients with this “ordinary” practice in an extraordinary manner. Our foundational estate planning attorneys take great care in thoroughly analyzing each client’s unique circumstances, counseling clients on the pros and cons of different decision points, and drafting clear, concise documents.
Our goal is to produce results that protect our clients’ intentions and create a sense of peace that they are providing for their loved ones and/or charitable causes in a meaningful, productive way.
Partner with us for a more thoughtful and considered approach to estate planning.
Services For Foundational Estate Planning Include:
- Preparation of revocable and irrevocable living trusts
- Special needs trusts
- Preparation of wills
- General durable powers of attorney
- Advanced health care directives
- Preparation of supporting estate planning documents
- Strategic tax savings
