Estate Planning

Comprehensive strategies to preserve your wealth and legacy for future generations

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Why Estate Planning Matters

Proper estate planning ensures your assets are distributed according to your wishes while minimizing taxes, legal complications, and family disputes.

60%
of Americans don't have a will or estate plan
40-50%
potential estate tax rate without proper planning
Family Legacy

Estate Planning Solutions

We offer comprehensive strategies tailored to your unique family and financial situation

Essential Estate Planning

Foundational documents and strategies for most individuals and families:

Wills & Trusts

  • Last Will and Testament
  • Revocable Living Trust
  • Testamentary Trusts

Powers of Attorney

  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will/Advance Directive

Beneficiary Designations

  • Account beneficiary reviews
  • Life insurance coordination
  • Retirement account planning

Advanced Estate Strategies

Sophisticated techniques for high-net-worth individuals:

Irrevocable Trusts

  • Life Insurance Trusts (ILIT)
  • Grantor Retained Annuity Trusts (GRAT)
  • Qualified Personal Residence Trusts (QPRT)

Charitable Planning

  • Charitable Remainder Trusts
  • Donor-Advised Funds
  • Private Foundations

Generation-Skipping

  • GST Tax Exemption Planning
  • Dynasty Trusts
  • Multi-generational wealth transfer

Business Succession Planning

Specialized solutions for business owners:

Ownership Transition

  • Buy-Sell Agreements
  • Family Limited Partnerships
  • Employee Stock Ownership Plans

Tax Efficiency

  • Valuation discount strategies
  • Installment sale techniques
  • IRC Section 6166 deferrals

Family Governance

  • Family limited liability companies
  • Family mission statements
  • Next-generation education

Protect Your Legacy

Our estate planning specialists work closely with your legal and tax advisors to develop comprehensive strategies tailored to your unique situation.

Begin Your Estate Plan