Estate planning services provided may be non-tax related (i.e. the preparation of a simple will or living trust) or involve the complex analysis and documentation required of large estates. The estate planner must take into consideration the income tax implications as well as the estate and gift tax implications of any given estate. It is the firm’s philosophy that an estate plan should effectuate the client’s goal by passing the largest economic benefit to the intended beneficiaries, utilizing procedures which impose the least cost and time to bring about such distributions.
Estate Planning services are provided by the following attorneys:
