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Estate Planning, Wills and Trusts
There is more to estate and personal tax planning than simply
drafting a will. For example, many people are not aware that wills
do not affect the distribution of retirement plan assets or life
insurance policies with valid beneficiary designations or property
held jointly with or in trust for other individuals. Careful planning
strategies can minimize exposure to income, estate, gift and generation-skipping
taxes and address non-tax concerns such as beneficiaries with special
needs, non-traditional families, and the balancing of the needs.
Our attorneys have years of experience in working one-on-one
with clients to develop estate plans that fit the unique needs
of each client. We are well-versed in the laws governing the
transfer of assets, and we use this knowledge to create plans
that achieve our clients' goals for the disposition of their
property – and do so in as tax-efficient a manner as possible.
This in-depth planning may involve implementation of a program
of tax-effective giving to family members, the establishment
of a plan of succession for a family business, or use of sophisticated
charitable giving techniques such as charitable trusts or private
foundations. Through our understanding of and combined capabilities
in estate, retirement and business planning, we assist clients
planning for estates of all sizes and levels of complexity.
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