We are estate planners, assisting clients with the preparation of wills, powers of attorney, medical directives, and living trusts. For select clients, we also prepare limited partnerships and trusts as part of a tax-planned gifting strategy.
Even the basic documents require complex choices with significant consequences:
Who will help you as you age?
Who gets your money when you’re gone?
How do you designate beneficiaries?
What are the tax consequences?
Is it better to start giving assets away now?
Who will care for and support your spouse, children, or grandchildren?
Are you uncertain whether family and friends can handle the responsibility?
With your help, we can replace concern with confidence and anxiety with action. We’ve worked with people like you for over 20 years and know the best options for your situation.