Our Services: Planning

Testamentary Planning – We work closely with our clients and their financial team to design a plan to achieve the legacy they wish to leave, while minimizing gift, estate and income taxes. This generally includes:
• Wills
• Testamentary Trusts

Incapacity Planning – It is vitally important that individuals have a plan in place to protect themselves and their assets when they are most vulnerable. This generally includes:
• Powers of Attorney and Designations of Guardian
• Medical Directives
• Revocable Living Trusts

Lifetime Wealth Transfers and Tax Planning – We specialize in sophisticated techniques to help our clients transfer wealth during their lifetimes in the most tax-efficient manner. This includes strategies such as:
• FLPs
• LLCs for legacy home planning

Family Business Planning – For our clients considering starting a business, we assist in entity selection, design and implementation. This includes:
• Incorporations
• General and Limited Partnerships
• Limited Liability Companies

Business Continuity Planning – Often, one of the most important goals for our clients with business interests is maintaining control and business continuity, while structuring a long-term business succession plan for generational success. We work closely with our clients to craft a plan that achieves long-term goals and keeps business active.
• Buy-Sell Agreements
• Multi-entity Structures
• Stock Purchase Agreements

Retirement Asset and Life Insurance Planning – We pride ourselves on our expertise in estate planning with qualified and non-qualified retirement benefits. This includes IRA-to-trust planning for maximizing post-death income tax deferral, as well as structures and strategies for the best uses of life insurance, whether that be contingency or liquidity planning.