Estate Planning:
Our estate planning services include preparation of revocable living trusts, wills, powers of attorney for property management, advance health care directives, property agreements and other planning documents. We advise clients how they may structure their estate plans to minimize estate, gift and generation skip tax liability in making transfers to beneficiaries and how to avoid the expense of court proceedings upon death or incapacity. We also review the possible tax implications of the timing and manner of transfers to beneficiaries, for example, whether it is more advantageous to make lifetime gifts or to transfer property on death.