Wills and Trusts
Regardless of the size of your assets, it is essential to undergo competent estate planning. By putting effective wills and trust documents in place, you can ensure that your assets will be distributed in accord with your wishes. And if you become incapacitated, advance directives become very important in the handling of your affairs.
Our Wills & Trust services encompass the following:
- Wills (from simple to complex)
- Health care powers of attorney
- Property powers of attorney
- Taxation issues
- Charitable giving
The firm has represented a wide range of individuals, including executives, entrepreneurs and closely-held business owners in preparing wills and estate plans. A strong emphasis is placed on minimizing the impact on our clients’ assets from estate and gift taxes.
Our firm’s breadth of experience allows for strategic business and succession planning for entrepreneurs and closely-held business owners with a broad asset base.