SERVICES

Estate Planning

  • Wills
  • Revocable, Management, or Living Trusts
  • Financial Powers of Attorney
  • Medical Powers of Attorney
  • Directives to Physicians (Living Wills)
  • Irrevocable (Gift) Trusts
  • Life Insurance Trusts (ILITs)

Probate and Estate Administration

  • Probating Wills and Administration of Estates
  • Administration of Intestate Estates (Estates without Wills)
  • General Advice Regarding Estates and Trusts Following a Death

Tax

  • Estate, Gift, and Generation-Skipping Transfer Tax Planning
  • Estate Tax Returns (Form 706)
  • Gift Tax Returns (Form 709)