You have worked hard and saved to accumulate the property you own.  There comes a point when you realize that you need to establish a formal estate plan to ensure that your assets are distributed to your intended beneficiaries upon your death.  It is also important to plan so that you ensure that in the G-d forbid circumstance that you become incapacitated during your lifetime that your formal estate plan has been established so that your assets will be used for your care and benefit for the remainder of your life-time.

    I will review with you the methodology and estate planning tools available to you to effectuate your estate planning goals, reduce and manage your tax burden and facilitate the effective transfer of your wealth to your children, grandchildren, charities or other intended beneficiaries. 

    Typically, a basic estate plan will include a living trust, a pour over will, an advance healthcare directive, and a power of attorney, which plan should fully enable you to accomplish your estate planning goals. 

    For clients with larger estates, this basic estate plan will provide the foundation upon which an advanced plan can be built, which may include the use of irrevocable trusts, including grantor retained annuity trusts, qualified personal residence trusts, and irrevocable life insurance trusts.