Estate Planning

In its simplest form, estate planning requires wills, necessary medical powers, and powers of attorney. From there, depending on your objectives, it can include various types of sophisticated gifting strategies involving trusts and other entities. We review your current estate plan and work with you to make sure that plan properly expresses your wishes. In the event that changes are desired, we work closely with you and your attorney to craft a plan to achieve your objectives. Our involvement in this process simplifies estate planning for you and allows us a greater understanding of your plans so that we can advise you as laws change or your circumstances change in the future.

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