Estate planning

Provides for the distribution of assets to your beneficiaries with minimal cost and delay. This may include a Revocable Trust, a Will, or other ways of titling assets.

Estate Tax Planning

For estates over the estate tax exclusion amount ($3,500,000), an Exclusion or Bypass Trust can preserve assets.

Lifetime gifts

You can make tax-exempt gifts of up to $13,000 per donee annually to reduce an estate subject to tax.

Gifts to a Family Limited Partnership or Limited Liability Company can further maximize the tax benefits of lifetime gifts.

Life insurance trusts

Avoid estate taxation upon death by having life insurance proceeds paid to an Irrevocable Trust.

Durable Powers of Attorney may help avoid the need for a Conservatorship, and are useful for planning for possible long term care costs.

Planning for possible incapacity should include these important documents.

Trust administration/probate estate

If you have been named as an Executor or Successor Trustee, handling a probate or trust administration can be a complicated and unfamiliar process. We can assist you in completing the necessary tasks efficiently.