Estate Planning

Estate Planning

• Wills
  
• Revocable ("Living") Trusts
  
• Irrevocable Trusts
• Insurance planning and life insurance trusts
  
• Special Needs Trusts
• Business Succession Plans
  

Lifetime Planning 

• Financial Powers of Attorney
  
• Advance Medical Directive
  
• HIPAA Authorzation Forms
  

Planning for Children 

• Guardian Designations
  
• Custodial Accounts under Transfer to Minors Act
  
• Children's Trusts
  

Charitable Planning 

• Lifetime and Testamentary Gifts
  
• Charitable Lead Trusts
  
• Charitable Remainder Trusts