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Estate Planning

Clients are educated on how to use different commonly used estate planning tools, including but not limited to:

  1. Revocable Living Trusts, which are a highly effective way to allocate and distribute estate assets at death without loved ones having to subject themselves to the costs, delays, and loss of family privacy that results from the Probate process.
  2. Life Insurance Trusts that remove death benefits from your taxable estate and can provide substantial protection for your heirs from creditor actions and divorce proceedings.
  3. Other Irrevocable Trusts that take title to estate assets such as a family business or real estate holdings as a result of a highly tax-efficient gift and/or sale strategy, and thus remove potential “high appreciating” assets from your taxable estate and provide protection from creditor actions.
  4. Offshore Trusts, which are desirous for those seeking to take advantage of favorable privacy and creditor protection laws offered by jurisdictions outside of the United States, and that are useful estate planning tools for Non-US residents planning a transition to United States residency.
  5. Business Succession Programs utilizing gift and sales strategies for effective transition of business interests being passed to heirs, life insurance planning strategies that equalize or ensure fairness to all heirs when only one or some heirs are inheriting the family business to the exclusion of others, and Buy-Sell strategies that allow for efficient buyout of a deceased partner’s share of the business from a deceased partner’s family or estate.
  6. Living Will & Healthcare Directives that enable clients to provide guidance and direction to their loved ones and to healthcare professionals in the event that our client is incapacitated and unable to make healthcare decisions on their own behalf, and also guide the deceased client’s loved ones on what is to be done with a deceased client’s bodily remains.Power of Attorney for Financial Management that enables clients to appoint someone to manage their financial affairs in the event that our client is incapacitated and unable to make financial decisions or manage their financial affairs on their own behalf.
  7. Conservator Nominations that allow our clients to nominate someone to act on their behalf in legal proceedings in the event that a client is incapacitated and unable to act on his or her own behalf in a legal proceeding.