Estate Planning

The ever-evolving complexity of our federal and state tax laws makes estate planning increasingly important. We listen carefully to each client’s goals regarding the disposition of their property, then assist them in tailoring an estate plan while minimizing – where possible – estate, gift, and other taxes on the transfer of property.

Some clients need only basic wills and powers of attorney for property management and health care. Other clients benefit from the added flexibility and convenience of revocable living trusts in which to hold their property. Still other clients need advanced estate-planning tools to address their needs.

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