Estate Planning

While tax and estate law may not appear to be the most thrilling subject for your next dinner party, the benefits of having these matters appropriately handled will certainly be worth sharing.

An outdated Will, an ineffective Will, or no Will at all may undo many of the benefits of careful tax planning. After spending the time on your business and personal tax planning, we build on our intimate knowledge of your personal circumstances to develop an estate plan that is complete and consistent.

Our estate planning services include:

• Wills

• Personal care and property decisions (powers of attorney, personal directives, health care directives, etc.)

• Trusts

• Post-mortem tax planning

• Philanthropy

We will guide you through the process of planning for your estate by thoroughly exploring and explaining your choices - including options for philanthropy - and ensure that your wishes are carried out with carefully prepared documentation. 

We are well versed in the complexities of estates with property and beneficiaries in multiple jurisdictions. When it is appropriate, we will put together a team of advisors to ensure that you receive seamless and complete advice.