
The Probate and Estate Planning Department advises clients across the
full spectrum of estate planning and estate administration.
We prepare the following documents for clients:
|
wills |
|
living trusts |
|
insurance trusts |
|
charitable trusts |
|
health care proxies |
|
durable powers of attorney |
In each case, we scrutinize the asset allocation
between spouses to achieve the full utilization of each individual's
estate tax credit. This strategy enables us to maximize estate tax savings
and preserve a larger portion of an estate for surviving family members.
We pride ourselves in educating clients so they can evaluate all available
estate planning vehicles and make informed decisions based on their
specific needs.
We help families administer trusts and estates efficiently and cost-effectively.
We advise elder clients and their families on the full spectrum of senior-specific
issues, including:
|
sophisticated Medicaid planning |
|
evaluation of various long-term care insurance
options |
|
securing of guardianship for incapacitated family
members |
|