Our goal is to understand our clients’ wishes for how they want their assets distributed after their death and to help them achieve these goals in the most tax-efficient way possible. We take time to learn about the client's family situation so that we can provide advice on both the financial and personal aspects of estate planning. We then create customized estate planning documents to meet their needs and explain strategies to maximize the inheritance for family members, preserving family wealth. Our estate planning attorneys have decades of experience working with individuals, families, and closely held businesses to effectively transfer assets from one generation to the next. We stay up to date with changing federal and state tax laws to ensure we provide the best legal advice for wealth preservation.

Our estate planning services include:

• Wills
• Revocable Trusts
• Powers of Attorney
• Special Needs Trusts
• Living Wills and Health Care Proxies
• Conservatorships
• Guardianships
• Asset Protection Plans
• Dynasty Trusts
• Irrevocable Life Insurance Trusts (ILIT)
• Irrevocable Grantor Trusts
• Charitable Trusts
• Pet and Equine Trusts
• Qualified Personal Residence Trusts (QPRT)
• Lifetime and Post-Mortem Gift Planning
• Business Succession Planning

For more information about our estate planning services, please contact Frank J. Gilbride II or E. Parker Neave.