Planning for one’s estate is probably the most personal and sensitive legal needs that a client has. The current tax landscape requires timely and complex planning. When developing a client’s estate plan, our team analyzes all aspects of the federal and state laws and regulations that impact the transfer of assets and wealth.
Our experienced team handles all matters ranging from the standard estate planning documents including wills and powers of attorney to more complex situations involving life insurance trusts, SLATS, QPRTS and other tax planning.
As most of our clients own real estate assets, we help our clients achieve their goals when it comes to what happens to real estate assets upon death.
