Estate planning often is delayed or ignored because it can bring with it family complications and uncomfortable discussions. We work with all our clients to help define a vision for their estate planning and a specialized plan to meet their goals.
We partner with the family’s estate planning attorney to make sure the defined vision is fully understood and everyone is working towards the same goals. Trusts are the cornerstone of many multi-generational plans. We have experience designing provisions which achieve each client’s special family needs and objections. We can also assist with all aspects from prenuptial planning to estate tax compliance.