Estate Planning


After ensure a thorough understanding of our client’s values, goals, assets and family circumstances, an estate plan is designed for our client. The estate plan we develop with you may include a re-organization of the manner in which assets are held, the preparation of Wills, trusts, estate freezes, domestic contracts, insurance trusts, a charitable giving strategy, powers of attorney for property and powers of attorney for personal care. We will use proven wealth and tax planning techniques to minimize tax and probate fees, while balancing the delicate needs of our client’s unique family dynamics. We will work together with our client’s other advisors to develop a cohesive and well-balanced estate plan which meets our client’s values and goals.