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Estate Planning

Estate planning is the creation of a definitive plan for managing your wealth while you are living and providing for its distribution after your death.  A good estate plan not only helps you identify and organize your assets, it also provides instructions for your care if you become disabled, for the guardianship of your minor children or special needs family members, and for the minimization of taxes, court costs, and other avoidable legal fees.

Our attorneys partner with clients to understand their unique family situations, including assets, wealth preservation goals, and distribution wishes.  Armed with this knowledge, our lawyers draft the appropriate documents, including client-specific trust agreements, that are tailor-made to achieve the client’s goals.

The following are some common estate planning documents: