ESTATE AND TAX PLANNING
Our Estate Planning Group has extensive experience with complex estate and succession planning. We strive to minimize the expense, delay and interruption that arise in the passage of assets from one generation to the next. In that capacity, we use all of the available tax planning and structures that are available to fulfill the needs of our clients. We are experts in preparing wills and trusts (including special needs trusts), pre- and post-marital agreements, powers of attorney and health care directives. In preparing such documents, we provide advice as to the most effective tax and succession planning, asset protection and charitable and other giving. We are highly experienced in trust administration and probate, and in the establishment and maintenance of conservatorships. Call one of our professionals today to learn how we can help you.