Areas of Practice

Estate Planning & Wealth Transfer

Planning for Generations, Not Just Beneficiaries

You've worked hard to build your wealth. A well-designed estate plan keeps it working for your family, minimizing taxes, avoiding probate, and protecting your heirs.

Personal Estate Planning
We tailor living trusts, wills, durable powers of attorney, and advance health care directives to your needs. We also create special needs trusts to provide for a loved one with a disability without affecting their benefits.

Advanced Trust Strategies
For larger estates, the right trust structures can significantly reduce estate tax exposure:

• Irrevocable life insurance trusts (ILITs) that keep policy proceeds outside your taxable estate

• Irrevocable gift trusts and non-charitable split-interest trusts

• Charitable planning, including donor-advised funds and charitable lead trusts

Business Succession Planning
Passing a family business to the next generation takes careful planning. We help structure orderly transfers to children, grandchildren, and other successors while maximizing cash flow and minimizing capital gains and estate taxes, preserving both the business and the founder's vision.

Already Have a Plan?
Plans drafted years ago may not reflect current tax law or your current assets. We review and update existing plans to keep them effective.