Estate Planning

Estate planning is the process whereby we work with our clients to make sure that their ultimate desires with regard to their estate will be carried out after death. A successful estate plan starts with a clear understanding of the client's goals and the client's current and projected financial circumstances. A well drafted estate plan clearly establishes who will take what, when and under what conditions and, while taxes should never dictate an estate plan, the tax consequences are always carefully considered and minimized to the greatest extent possible.