Estate Planning Overview

Estate Planning

We advise clients regarding their estate planning by addressing issues such as who should be named as executors, trustees, and agents; how, when and to whom your estate should be distributed; what conditions should be placed on distribution to certain beneficiaries or of certain assets; tax ramifications of the estate plan and the distribution of retirement accounts; charitable distributions; and business succession. The estate plan may include:

• Wills
• Revocable Living Trusts

• Single person trusts
• Trusts for couples
• A/B or QTIP Trusts
• Special Needs Trusts
• Generation Skipping Trusts
• Pet Trusts

• Durable Powers of Attorney for Financial Management
• Advance Health Care Directives
• Beneficiary Designations
• Lifetime Gifting