Family Wealth Management
The laws governing estates and trusts have become increasingly complex. We offer clients a full spectrum of estate and wealth planning services both to assist in designing wealth transfer plans and to minimize the impact of taxes. We also advise clients on fiduciary obligations, trust and estate administration, philanthropic planning, and business succession planning. Our services include:
- Will and trusts
- Probate and trust administration
- Estate and gift tax planning
- Income tax planning
- Life insurance trusts
- Dynasty trusts
- Business succession planning
- Special needs trusts
- Powers of attorney and guardianships
- Planning for retirement plan and IRA distributions
- Charitable giving structures
- Health and long-term care planning