Estate Planning

The goal of estate planning is to control your property while alive, take care of your loved ones if you become disabled, and give what you have, to whom you want, the way you want, and when you want.  Furthermore, if possible, save every last tax dollar, professional fee, and court cost legally possible.   

We provide counsel on healthcare wishes, plan for guardianship of minor children, and appropriate funeral arrangements.  Furthermore, we can work with our clients to minimize tax burden, asset protection from creditors, and perseverance  of your estate for your intended beneficiaries.   We advise on ways to pass your property outside the probate court system to ensure the estate administration is more efficient, less expensive, and less time-consuming.    

Potential Planning Options Include the following:

-Revocable Living Trusts                          -Irrevocable Gift Trusts

-Pour-Over Wills                                          -QTIP's & Other Marital Trust

-Irrevocable Gift Trusts                            -Business Continuity Planning

-Health Care Power of Attorney        -Qualified Personal Residence Trusts 

-Durable Power of Attorney                 -Living Wills & Directives

-Management Trusts                                 -GRATs & GRUTs

-HIPPA Authorizations                             -Dynasty Trusts

-Domestic Asset Protection Trust     -Children's Trust

-Premarital & Marital Property Agreements

-Charitable Trusts & Planning              -  Guardianship Declaration

-Private Foundations                                 -Non-Citizen Estate & Tax Planning

-Off Shore Trusts                                          -Probate and Estate Administration

-Irrevocable Life Ins. Trust                      -Asset Protection Planning

-Real Estate Deeds                                      - Federal Gift and Estate Tax Filing