Our attorneys appreciate the fact that our role is not only to create estate plans for clients, but to help them understand all the options available to them and the long-term implications of each of those options.
We create effective estate plans by working with our clients to gain a full understanding of the unique assets, goals, and values of each individual client. Given the wide variety of options available to individuals and families involved in the estate planning process, we work closely with each client to craft a comprehensive plan that ensures the protection of beneficiaries and the fulfillment of their carefully determined wishes. We know proper titling of assets is crucial to an effective estate plan, as trusts and wills have no effect on improperly titled assets. Our guidance always includes assistance with beneficiary designations and the myriad ways in which assets can — and should — be held.
Estate planning encompasses a range of services, from drafting basic wills and trusts to designing complex trusts that accomplish family goals in a tax-efficient manner. Once a plan has been created, we can help clients follow through on those plans throughout life by monitoring the accomplishment of action items.
Our estate planning services include the following: