Private Client

Lifetime Planning

We believe that estate planning encompasses much more than avoiding estate taxes upon death. We provide a wide range of services to help you meet your personal and economic goals. These goals can include business planning, multi-generational wealth management and transfer, asset protection, retirement planning, charitable giving, payment of educational and medical expenses, tax minimization, and ensuring physical/medical care. The types of services we can provide to help you achieve your goals include:

• Establishing gift programs

• Advising regarding educational funding

• Forming and maintaining trusts

• Forming and maintaining business entities

• Drafting Durable Powers of Attorney for Health Care and Health Care Directives

• Drafting General (Financial) Durable Powers of Attorney

• Analyzing and advising with respect to IRAs and other retirement plans

• Planning for income, gift and generation-skipping transfer taxes