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"Providing exceptional estate planning services for exceptional clients."®

Areas of Practice

Estate Planning

Our preference is to approach estate planning in two phases.

Phase One is absolutely necessary and involves putting in place basic estate planning documents. At a minimum, our basic documents generally include the following: a Revocable Living Trust (or a Will), a Durable Statutory Financial Power of Attorney, a Durable Health Care Power of Attorney, a Declaration of Right to Die or Living Will (if desired), an Appointment of Agent to Control Disposition of Remains (if desired), a Health Insurance Portability and Accountability Act ("HIPAA") Release, a Disposition of Personal Effects List, and a simple "Pour-Over" Will (if a Trust is used).

Our firm focuses on (I) asset/creditor protection for a surviving spouse and children, grandchildren, etc., and (II) tax reduction through the generations. We also work (with the client's assistance) to “fund” a client's trust. We assist with transferring investment accounts, real property, and business interests (e.g., LLC membership interests, partnership interests, stocks, etc.), to a trust. We also assist with implementing appropriate beneficiary designations for qualified retirement accounts (401(k)s, IRAs, etc.), and insurance policies.

Our office also frequently drafts and advises clients on Pre-Marital Agreements, Post-Marital Agreements, Co-Habitation Agreements, Living Together Agreements and Co-Ownership Agreements.

Phase Two is optional and involves going beyond the basics, and dealing with more complex estate planning arrangements for the purpose of significantly lowering estate taxes. We regularly assist clients with more sophisticated and complex estate planning for purposes of asset protection and management, and gift, estate, and generation-skipping tax reduction.