Estate Planning

We are experienced in all facets of estate planning, from simple wills to complex trusts. Where it is appropriate, we assist our clients to plan for minimizing estate and gift taxes. We can also prepare plans to avoid probate and to maximize transfer efficiency at death. We are qualified to assist clients at all asset levels, all stages of life and with virtually any family situation, including special situations such as second marriages with children from prior marriages, same sex couples, and non-citizen spouses. One of our strengths is guiding high net worth clients through the maze of planning options to minimize state and federal estate, gift and generation skipping taxes.