Estate Planning Attorneys

A well-thought-out estate plan provides protection for your:

• Property
• Finances
• Medical care

We work closely with you to:

• Determine your priorities
• Create precise instruments to carry out your intentions

We may ask you to consider the following:

• Do you want to maximize giving to your heirs?
• Preserve a vacation home?
• Provide for a child with special needs?
• Appoint a decision-maker in case you become incapacitated?

We provide legal assistance with:

• Will drafting, execution, and review
• Living trusts
• Advance healthcare directives (living wills)
• Powers of attorney
• Estate and gift tax issues
• Guardianships and conservatorships
• Choosing the appropriate executor

Wills: Your last will and testament provides the opportunity to distribute property, establish care for children, and express your final wishes. A will is the primary means by which you can leave property to a person or entity other than a blood relative.

Trusts: Trusts are flexible instruments that allow you to put conditions on gifts and provide an allowance for a beneficiary rather than a lump sum. Setting up a living trust allows you to enjoy your property during your lifetime and transfer wealth seamlessly at your passing, helping your loved ones avoid probate.

Advance Directives: Advance directives allow you to clearly articulate your preferences for medical treatment and lifesaving interventions. They can include instructions on various matters, such as who should serve as your healthcare proxy (power of attorney) if you are incapacitated, and can also include DNR orders.

Guardianships: If you have minor children, it’s important to plan for their care in the event that you and their other parent pass away. While you can name a guardian in your will, the court will need to appoint them to serve in that capacity. Choosing a reliable, capable, and trustworthy guardian can help ensure your children grow up feeling cared for and loved.

Knowing that you have planned for the long-term well-being and financial security of your loved ones can be comforting. We help you strategize the best means of:

• Transferring your assets
• Minimizing taxes
• Establishing guardianship
• Supporting philanthropic causes