Let us help you with your estate planning needs by offering distinct packages including wills, trusts, powers of attorney, and healthcare directives.
Trusts are essential tools to help you manage your property. We offer a number of trusts including special needs trusts, retirement trusts, living trusts, and management trusts.
A Will provides security and reassurance that your beneficiaries are protected and actually receive your property at death. Along with your Will, you should also execute necessary documents to manage your healthcare and assets during times of incapacity or need. We believe that they should be expertly written and reasonably priced.
Charitable giving after the Tax Cuts and Jobs Act of 2017 has evolved. We can help plan your charitable giving to make the most of your charitable deductions.
Tax Boutique Services
Let us help you structure a customized plan to maximize the use of basis allocations and your lifetime exclusion amount. We can help with ILITs (Irrevocable Life Insurance Trusts), IDGTs (Intentionally Defective Grantor Trusts), GRATs (Grantor Retained Annuity Trusts), CRUTs (Charitable Retained Unitrusts), CRATs (Charitable Remainder Annuity Trusts), and SCINS (Self-Cancelling Installment Sales).