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No matter what your estate planning needs are our firm can assist you.
We offer a variety of packages and services including:
Estate Planning
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Simple Will Package:
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Preparation of a will (without
estate tax planning) which includes a testamentary trust for minors.
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Power of Attorney for Financial Matters
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Power of Attorney for
Healthcare
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Directive to Physicians
("Living Will")
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Donation of body parts
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Complex Will Package:
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Preparation of
complex wills with credit shelter & marital trusts
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Power of Attorney for Financial Matters
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Power of Attorney for Healthcare
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Directive to Physicians ("Living Will")
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Donation of body parts
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Living Trust Package:
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Preparation of
Revocable Living Trust with Testamentary (credit shelter and martial trust if necessary)
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Pour-over will
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Power of Attorney for Financial Matters
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Power of Attorney for Healthcare
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Directive to Physicians ("Living Will")
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Donation of body parts
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Family Limited Partnership
Package:
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Preparation of
Limited Partnership Agreement
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Formation of
corporation or LLC, GP
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Preparation of
Irrevocable Trust for Minors if necessary
Trust Planning
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Irrevocable Life
Insurance Trust
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Charitable
Remainder Trust
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Grantor Retained
Annuity Trusts
and Unitrusts
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Qualified
Personal Residence Trusts
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