Estate Planning

A robust estate plan is the cornerstone of the preservation and growth of wealth. The nature and design of estate planning and tax law is unforgiving — it is such that investors have little to benefit and much to lose from foregoing action. Estate planning generally rewards early, considerate planning and penalizes a lack thereof.

The primary factors in distinguishing between those who are most successful in maximizing tax savings, avoiding unnecessary and expensive procedures such as probate, protecting their assets and ultimately preserving their investments is how early they chose to begin planning and the competency of their estate planning attorney’s guidance.

For the vast majority people, proper estate planning may require surprisingly less work than anticipated relative to its extraordinary consequences. We offer comprehensive estate planning, including: wills and trusts, corporate formation, national and international tax planning, probate and estate administration.

Ultimately, preserving and protecting your real estate investment is as important as procuring it. We assist our clients in this lifelong process by facilitating the smooth transition of assets through generations.