Wills, Trusts, POAs, and Estate Planning
How do you want your life’s work distributed? In the event of a divorce, will your assets follow your family tree after you die? Will your heirs benefit from your success for decades and potentially generations, or squander it if left to their own devices?
Family and charity are first priority for most clients, but Uncle Sam, changing laws, and family dynamics can conspire to undermine their legacy. We can help you identify and prioritize the who and the how, and develop strategies to reduce the administrative costs while maximizing the net value of your estate. If you already have an estate planning attorney, we can work with them as the planning takes place and documents are drafted, or refer someone who has helped our clients’ legacies remain intact over the years.