ESTATE PLANNING

We work with you to create custom estate plans that address the inevitable, preserve assets and minimize taxes both during your life and for years beyond.

Revocable Living Trust + Wills
Irrevocable Life Insurance Trusts + Life Insurance Planning
Retirement Benefit Trusts + IRA Preservation Trusts
Charitable Trusts

ADDITIONAL ESTATE PLANNING SERVICES

Wills and Trusts | Asset Protection Planning | Elder Care | Pre and Postnuptial Planning | Spousal Lifetime Access Trusts

Grantor Retained Annuity Trusts | Intentionally Defective Grantor Trusts | Domestic Asset Protection Trusts | Offshore Trusts

Gift Tax Reporting | Family Limited Partnerships | Family Limited Liability Companies