Comprehensive estate planning is the key to effective asset preservation for today and the future. Our approach is to conduct a thorough assessment of each client's unique situation. We discuss typical estate planning issues including estate tax and income tax minimization, wealth transfer planning, long-term care and nursing home planning, special needs and disability planning, and probate avoidance. We also consider issues such as the potential risk exposures of future beneficiaries, financial aid concerns for clients and beneficiaries planning for higher education costs, and the role of family dynamics in the planning process. From that analysis, and with our clients' personal and financial goals in mind, we design estate plans that ensure the financial security and success of our clients and their loved ones.

Our comprehensive estate planning services include:

• Traditional estate plans - wills, living trusts, powers of attorney, health care proxies, HIPAA releases and living wills
• Specialized trust planning including irrevocable life insurance trusts, Medicaid/long-term care protection trusts, retirement protection trusts, supplemental and special needs trusts, charitable trusts and domestic and offshore asset protection trusts
• Estate freezing and leveraging techniques, including split interest trusts, Grantor Retained Annuity Trusts (GRATs) Grantor Retained Unitrusts (GRUTs), Qualified Personal Residence Trusts (QPRTs) and Family Limited Partnerships (FLPs)
• Marital planning including prenuptial and antenuptial agreements
• Business entity planning, including corporations, partnerships, and LLCs
• Business succession planning for all types of business owners, including buy-sell agreements and life insurance, and disability planning
• Charitable giving structures and strategies including Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs), and private foundations
• Estate plan and trust funding, including re-titling of assets, change of beneficiary designations and customized beneficiary forms and probate avoidance

Our highly developed approach to planning bridges the gap between traditional estate planning and asset protection to ensure the quality of life that you've worked so hard for is preserved both during your lifetime and for future generations. Be sure to visit our asset protection page.