Estate PLANNING

We tailor each client's estate plan according to your individual concerns and objectives. Many clients choose to use a revocable living trust as the foundation of their estate plan. These trusts allow for the efficient and effective administration of affairs during incapacity or upon death, and can be crafted to address an array of issues related to distributions, beneficiaries, and estate taxes while making full use of the lifetime exemptions of you and your spouse by shifting ownership – but not control – of assets. This way, you and your spouse will have full use of your assets and still be able to pass those assets on to the beneficiaries you choose.