Trusts & Estates
Recognizing that creating and protecting assets is of utmost importance to most individuals, we are able to provide assistance and advice in establishing appropriate estate planning measures. We begin with a careful examination of a client's current and anticipated financial position and short- and long-term goals. As part of our analysis, all assets and liabilities, life insurance programs, trusts and other existing programs are examined to maximize and protect clients' assets now and in the future. We then suggest appropriate alternatives including the establishment of trusts, wills, and powers of attorney. When appropriate, we also suggest gifting programs, with a view towards minimizing the impact of income, estate, and gift taxes.