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Comprehensive Estate Planning, Including preparation of
  • Wills
  • Living Trusts
  • Powers of Attorney
  • Living Wills
  • Irrevocable Life Insurance Trusts
  • Charitable Trusts
  • Family Limited Partnerships
  • Pre-Nuptial and Post-Nuptial Agreements
  • Included 3-Year Review
Retirement and Estate Tax Strategies
  • Pensions
  • Profit Sharing Plans
  • Qualified Benefit Plans
  • IRAs
  • 401 (k) and 403 (b) Plans
  • Inherited IRA & Retirement Plan Accounts
Estate Planning for Second Marriages and Blended Families
Estate Planning for Non-Traditional Families
Ethical Wills
Estate and Trust Administration:
  • Filing of Wills for Probate
  • Preparation of Federal and State Death Tax Returns
  • Assistance with Asset Transfers and Distributions
  • Preparation of Accountings and Settlement Documents
Coordination of Assets with Estate Planning
  • Change of Ownership of Financial Accounts (as necessary)
  • Preparation of Beneficiary Designations
  • Follow up and Verification of all Requested Changes
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