Our estate planning practice includes assisting clients in the creation of comprehensive estate plans to ensure that their wishes are followed upon incapacity and death. We work with clients to create a specific plan tailored to their situation and meeting their needs. This includes the preparations of Wills, Revocable Living Trusts, Durable Powers of Attorney and Advance Health Care Directives, among other documents. It also includes review and advice on beneficiary designations for retirement accounts and life insurance policies.
For those who need it, our estate planning practice also involves sophisticated planning for family wealth transfers, including income, gift, estate and generation-skipping tax planning. We work with clients, their advisors and family members to plan for tax-efficient wealth transfers, utilizing strategies including irrevocable trusts, family business entities and life insurance. We also counsel clients on various charitable giving techniques to accomplish their charitable giving in a tax-efficient manner.
Finally, we will assist with the preparation and filing of federal estate and gift tax returns, and in handling responses to federal and state tax audits, if necessary.
For those who need it, our estate planning practice also involves sophisticated planning for family wealth transfers, including income, gift, estate and generation-skipping tax planning. We work with clients, their advisors and family members to plan for tax-efficient wealth transfers, utilizing strategies including irrevocable trusts, family business entities and life insurance. We also counsel clients on various charitable giving techniques to accomplish their charitable giving in a tax-efficient manner.
Finally, we will assist with the preparation and filing of federal estate and gift tax returns, and in handling responses to federal and state tax audits, if necessary.