Estate Planning

Estate planning is a personal, on-going process. It evolves as you accumulate wealth and as your family grows and matures. As a result, we often develop a long-term relationship with our clients and their families. We work closely with you to identify and achieve your personal, family, and charitable goals, from protecting and transferring family wealth to preserving family businesses and other assets, all while minimizing administrative costs and taxes.
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Charitable Planning

We represent donors making charitable gifts and advise on legal aspects and tax benefits of charitable giving. We assist donors making charitable gifts of appreciated securities and cash, and “complex assets” such as real estate, and in negotiating naming rights, drafting gift agreements, and addressing other issues associated with major gifts. We advise in the creation and funding of charitable giving vehicles, including charitable remainder trusts, private foundations, and donor advised funds.

Fiduciary Services

Choosing an effective fiduciary (trustee or executor) to look after your resources and carry out your wishes is one of the most critical aspects of a good estate and wealth management plan.  After all, this is the person who will assist you with the management of your assets now and provide for the proper administration of your probate and trust assets after you are gone.  We can help you accomplish your goals by serving as trustee or executor for you and your beneficiaries.
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