
Estate Planning
Our professionals have assisted clients in planning for the management of assets, including real estate; tangible personal property; and intangible property, such as insurance, bank accounts, stocks and bonds, pensions, etc. during their lifetime and the distribution of those assets after their death. This planning allows for the orderly administration and disbursement of an estate, and includes taking actions that will minimize federal and state taxes and distribute assets to the appropriate heirs. In addition, we advise clients with respect to financial and health care powers of attorney to provide for their needs in the event of illness or incapacity.