Trust Advice
With the changes in estate and gift tax laws and reporting, this is an area where the firm's experience can help minimize the effect of transfer taxes and still accomplish your desires through irrevocable life insurance trusts, living trusts, and trust instruments.

Will Advice
In the Will area, equalization of the assets of the client to fully utilize the Unified Credit is promoted. Further, testamentary trusts are used to provide for your spouse and children, and allow you the peace of mind of knowing they will be provided for according to your directions.

As part of this area, living wills, healthcare powers of attorney and financial powers of attorney are offered and provided at the client's request. This provides further comfort to the client that they will be the one deciding critical issues in these areas without the need for extensive court involvement.

• Probate Estate and Trust Administration
• Simple and Complex Wills
• Revocable or 'Living' Trusts
• Irrevocable trusts for insurance, grandchildren, special needs
• Financial Powers of Attorney
• Living Wills and Health Care Powers of Attorney