Estate Planning / Trust Planning
Whether you are in the early stages of asset accumulation or have spent years developing business interests and building a financial portfolio, careful planning is an important step in protecting and preserving your estate. By their nature, estate planning services are tailored to the individual requirements of each client. Depending upon a client’s needs, wecan counsel on a single planning issue or can advise on a broad range of personal and business goals.We provide a comprehensive array of estate planning advice and documentation for estates of all sizes and complexities.
We have many years of experience in designing and implementing a comprehensive variety of Wills, Trusts and other estate planning documents using stategies appropriate for each client’s situation — from the basic to the most complex. We advise clients of their options and make recommendations based on their needs.We also assist clients with the important practical and emotional aspects of the planning process. When appropriate, we can advise clients on the use of advanced estate andgift taxation techniques, asset protection planning and asset managementprotection as well asimplement the steps necessary to achieve suchplans.
Weprepare estate plans for our clients to minimize taxes while fulfilling their desire to preserve, manage and transfer their assets according to their wishes. We analyze the needs and goals of our clients in preparing their estate plans and provide comprehensive tax sensitive documents tailored to ourclient’s objectives. As part of an estate plan, we may use a variety oftools including:
- Last Wills and Testament
- Revocable Living Trusts
- Financial and Medical Powers of Attorneys
- Advanced Directives
- Organ Donor Forms
- Irrevocable Life Insurance Trusts
- Special Needs Trusts
- Complex Planning Documents
Estate planning matters require counsel with specialized knowledge. We welcome your inquiry regarding our estate planning services. Please contact us at 214-750-0800 to schedule aconsultation.