Estate Planning

Estate Planning

Whether a young couple with their first child, an older person concerned about preserving the family business for children and grandchildren, or person with charitable planning objectives, most everyone needs an estate plan. We will work closely with you to create a plan that satisfies your objectives today, and that can change with your family through the years. Among the types of documents that we prepare for clients are Revocable Living Trusts for single persons, married persons and same-sex partners, Wills (simple and “pour-over”), Advance Health Care Directives, HIPAA Authorizations, Durable Powers of Attorney, Irrevocable Life Insurance Trusts, Irrevocable Gift Trusts, Generation-Skipping Transfer Trusts or “Dynasty Trusts,” Qualified Personal Residence Trusts (QPRTs), Privacy Trusts (to maintain privacy of real estate ownership), Charitable Lead and Remainder Trusts, Intentionally Defective Grantor Trusts (IDGTs), Grantor-Retained Annuity Trusts (GRATs), Special Needs Trusts (SNTs), Family Limited Partnerships, Family Limited Liability Companies, S Corporations, and Private Foundations.