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We listen to and advise clients to help
them identify and achieve their goals. |
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Planning for future generations- asset
transfer, special needs dependents
and reducing the need for probate. |
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Planning for your own needs – long-term care and Medicaid planning, powers of attorney and health care proxies. |
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Business succession planning- buy-sell
agreements, family limited partnerships, dynasty planning. |
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We realize that careful planning can
provide stability and peace of mind, but are
also aware that the process is personal to
each client and, therefore, each plan is
unique. That is why we structure each
client’s plan according to the goals, needs and
circumstances of that particular client- one
size does not fit all.
Since being founded in 1990, our firm has
addressed a broad range of planning
concerns and implemented a variety of
techniques to accomplish each client’s
goals. As a client’s needs and financial
circumstances change over time, we are
prepared to timely recommend new
strategies.
Therefore, we aim to develop a
relationship with each client that begins
with the development of an estate plan,
and continues as that plan evolves over
time.
In our Estate Planning practice, we have
helped clients with both simple and
complex issues that commonly encompass
the following areas.
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FUTURE GENERATIONS |
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We draft wills and trusts that transfer assets to beneficiaries in an effective and efficient manner. |
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We have successfully created trusts
that accommodate special needs
dependents while simultaneously
minimizing potential tax liabilities that
may apply to certain transfers. |
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We have helped clients avoid the need
and expense of probate through the use
of trusts and simple beneficiary
designations. |
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We help clients that want to actively
plan for their children’s and
grandchildren’s educational needs and
other important life events. |
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We work with clients’ other advisors, such as CPAs and
insurance agents, to ensure that each component is integrated into the estate plan. |
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We meet with clients after
implementing their estate plan to
address any change in circumstances. |
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YOUR OWN NEEDS |
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We address long-term concerns, such as
the use of Medicaid for future medical
expenses, to protect clients’ assets and
honor their intended distribution of
assets. |
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We create healthcare proxies and living
wills that are tailored to the individual’s
own wishes. |
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An integral part of many plans is the
power of attorney, and we ensure that
our clients and their agents are fully
aware of the powers and responsibilities
created under such a document. |
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BUSINESS SUCCESSION
PLANNING |
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We help clients who have
spent a lifetime building their
businesses to efficiently
transfer ownership to younger
generations, anticipating and
mitigating potential tax
liabilities. |
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We create Buy/Sell
Agreements to protect families
and their businesses from
untimely and unexpected
events. |
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As a business entity is
generally a significant asset in
a client’s financial picture, we
help protect that asset and
make it a central part of the
estate plan and preserve it for
future generations. |
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