Estate and Tax Planning
Estate and tax planning starts with a conversation. We listen to our clients’ objectives and unique family circumstances to craft customized and tax-efficient estate plans that accurately reflect their wishes. Our clients have diverse backgrounds, professions, family circumstances and asset holdings that impact their estate planning needs. We represent owners of closely-held businesses, individuals with substantial inherited wealth, blended families, same-sex couples and families with special needs beneficiaries.
After an initial meeting, phone call or video call to understand our clients’ assets and estate planning goals, we work together to design the necessary planning structures taking into account those goals and the current gift and estate tax regime. This will typically lead to the preparation and execution of a will, power of attorney, health care power of attorney/living will, and perhaps other documents.
In addition to preparing estate planning documents, we regularly meet with clients and their families to facilitate discussions regarding the generational transfer of wealth. By participating in these discussions, we help clients explain their estate plans to their families and loved ones to minimize conflict after death.