Estate Planning

Your future should be in good hands.

Effective wealth planning must include a careful consideration of passing on one's wealth to one's heirs. You exercised great care in the accumulation of your wealth, so it's important that you exercise that same care in its distribution. The emotion that "there is never enough" is almost universal, but with our professional knowledge and services, we can help you maximize the distribution of your assets.

We apply our experience and skill to whatever the assets are: publicly traded securities, commercial real estate private equity, derivatives, hedge funds, structured products, currency hedging, or commodities.

Some of the top estate planning issues we can help you navigate include:

• Durable Power of Attorney
• Titling of Assets
• Choice of Executor / Trustee
• Gifting During Life
• Charitable Gifting During Life
• Charitable Inclinations at Death

The specific services we offer you include:

• Wills
• Revocable Living Trusts
• Irrevocable Trusts
• Marital Trusts (Bypass or AB Trust)
• Charitable Remainder Trust
• QTIP Trust
• ILIT (Irrevocable Life Insurance Trust)
• 501C3 Entity Creation
• Foundations
• Business Succession Planning