Estate Planning

Estate planning involves the preparation and implementation of various techniques and vehicles in preparation for a person’s death or incapacity.  In doing so, we ensure that the client’s wishes are respected and set forth in a tax efficient manner.

  • Creating wealth preservation strategies through gifting, succession planning and irrevocable trusts
  • Planning for unexpected illness, disability, or emergency
  • Drafting living wills, powers of attorney, advanced healthcare directives and various trust instruments to protect your family and your assets