estate planning

Careful and effective estate planning, which requires a thorough and comprehensive analysis of the client's affairs, financial and otherwise, is crucial to the maximization and orderly disposition of assets during and after one's lifetime. Laws governing gift and inheritance taxes tend to be complicated and frequently change, requiring that competent counsel not only be skilled and knowledgeable, but also be dedicated to keeping abreast of changes in the law, adapting planning strategies accordingly and alerting clients to the need to modify current planning strategies.

Since optimizing the tax treatment of financial assets, although critical, is only one aspect of estate planning, it is a misconception that only wealthy individuals require estate planning. Estate planning allows an opportunity to designate the beneficiaries of assets, whether great or small, valuable or not. Estate planning may also include the creation of trusts to be operative during the client's lifetime or to be established upon death, or both, and spousal agreements. Much more personal and intimate matters may also be involved, such as the selection of guardians for minor children, the designation of beneficiaries of assets in situations involving multiple marriages, the appointment of trusted individuals to oversee the administration of the estate and trusts which may be established, and the appointment of a person to make important health care decisions should the client be rendered incapable of making such decisions, all of which necessitate that a trusted estate planning advisor also be caring, compassionate and sensitive to the client's feelings.

The Firm is dedicated to representing individuals at all levels of financial worth and estate planning complexity with the utmost care, attention and skill.

Representative Matters