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ESTATE PLANNING
Tailored
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Comprehensive
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Discreet
Estate planning is a vital part of planning for your future and the future of your loved ones.
We counsel and work with you to develop a plan that meets your specific life goals, always taking into account your income, estate, and gift tax planning objectives.
INTEGRATION WITH YOUR TEAM
At your request, we work with your financial advisor, wealth manager, accountant and insurance agent to ensure your estate plan is seamlessly integrated with your financial plans and nothing is overlooked. We help you prepare for all stages of life, whether it is planning for a family, purchasing a home, accumulation of wealth, preparing for retirement, incapacity planning, minimizing estate and generation-skipping taxes, creating a legacy, or ultimately passing on a business or other assets in a manner that protects such inheritances for the next generation and beyond.
WILLS AND TRUSTS
We meet with you to gain an understanding of you and your family and your personal goals. We then create a comprehensive estate plan tailored to your circumstances. Our estate plans may include wills, trusts, powers of attorney and advance healthcare directives, depending on your needs. Most importantly, we aim for a collaborative process, working with you each step of the way to ensure you are comfortable with the final product.
ADVANCED ESTATE PLANNING TECHNIQUES
In addition to assisting you with your essential estate planning documents, we advise on complex estate planning situations involving estate and gift tax considerations and complicated wealth transfer objectives. Such advanced planning may include irrevocable life insurance trusts (ILITs), generation skipping trusts (GSTs), spousal lifetime access trusts (SLATs), charitable remainder trusts (CRTs), grantor retained annuity trusts (GRATs) and family limited partnerships.
ESTATE ADMINISTRATION & PROBATE
Carrying out a decedent’s wishes and managing fiduciary duties to beneficiaries can be daunting. We advise trustees and executors regarding their trust and estate administration responsibilities under the governing instruments and state law. We prepare and file probate petitions with Surrogate’s Court and guide executors through the probate process.