Estate planning is about more than wills, trusts and tax planning; it is also about preserving
your family's legacy and promoting your family's values. With recent changes in the estate
tax and the promise of more changes in the future, families who have or expect to acquire
substantial wealth have never had a greater need for timely, expert, professional advice.
Managing wealth. We have the depth of experience to help you manage your wealth
and transmit it to future generations and/or worthy causes. If your wealth includes ownership
in a family or closely held business, we can help you insure a seamless fit between your estate
plan and your business transition plan.
Basic estate planning with revocable trusts and wills Making tax-efficient gifts with grantor-retained annuity trusts and personal
residence trusts Providing liquidity with life insurance trusts Managing assets with family partnerships and family offices Protecting vulnerable family members with special needs trusts Promoting values with charitable trusts and foundations Preserving wealth for the future with dynasty trusts
Basic estate planning with revocable trusts and wills