Trusts & Estate Planning

We understand and are sensitive to the personal nature of estate planning. Our proactive and focused approach allows us to meet all of your estate planning needs, ranging from initial planning for young families to more sophisticated estate and tax planning for family business succession, charitable giving, and transfer of wealth to future generations, and corporate executives.

Your privacy is important to us, and we will respect and protect the information you share. Our estate planning process begins by listening to your goals and objectives and reviewing existing planning, if in place. We will work closely with you and other professional advisors to design and implement a comprehensive estate plan that protects your assets—and your family’s assets—during your lifetime and beyond.

We assist with:

  • Review of beneficiary designations for life insurance and retirement plans
  • Asset titling—listing the correct owners of all titled property and ensuring that registrations align with your estate plan
  • Charitable giving, including charitable trusts, private foundations, and donor advised funds
  • Estate, gift, and generation-skipping transfer tax planning
  • Family business succession planning
  • Family limited partnerships and limited liability companies
  • Financial powers of attorney
  • Gun trusts, including NFA firearms trusts
  • Healthcare directives and living wills
  • Intrafamily loans
  • Irrevocable life insurance trusts
  • Lifetime giving programs
  • Multi-generational estate planning and trusts
  • Planning for incapacity
  • Prenuptial and postnuptial agreements
  • Special needs trusts and supplemental needs trusts
  • Stock options and executive benefits
  • Values-based planning
  • Wills and revocable trusts