Estate Planning

We will share with you how you may reduce your estate tax and probate consequences. Whether you are a parent concerned with providing for your children or a business owner concerned with succession planning, proper estate planning is the key to ensure that your goals are realized. We partner and welcome the collaboration and partnership with attorneys with many of these areas.

• IRA Distribution Planning
• Long-Term Care Planning
• Gifting
• Charitable Remainder Trusts
• Family Limited Partnerships
• Credit Shelter Trusts
• Special Needs Trusts
• Irrevocable Life Insurance Trusts