Estate planning is the process by which a client plans for care during their lifetime, and plans for the efficient passage of assets upon death.

 

Clients have the ability, through documents prepared by our firm, to implement their plans, created with us, that allow them to live in dignity, and control the nature of the legacies that will be left for their loved ones.

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Charitable gifts are often included in estate plans. Our estate planning recommendations and documentation may include:

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• Assignments of business interests to trusts

• Charitable planning trusts

• Durable Powers of Attorney

• Funding of trusts during lifetime

• Grantor-retained annuity trusts

• Healthcare directives and authorizations

• Irrevocable life insurance trusts

• Irrevocable non-grantor trusts

• Non-profiit foundations

• Qualified personal residence trusts

• Qualified terminable interest property trusts

• Resident agent services

• Retirement plan trusts

• Revocable living trusts

• Trust funding and transfer deeds

• Wills

• Special or supplemental needs trusts