WEALTH TRANSFER & RELATED MATTERS

 

The interaction between legal and financial issues in estate planning and the transfer of wealth is complex and requires the skills of lawyers who understand not only the law but accounting and the federal tax code as well. Our staff brings more than 60 years of combined experience in estate planning and wealth transfer issues, including two lawyers trained in accounting matters. They are experienced not only in putting decedents’ estates through probate, but also in creating trusts and other vehicles for transfer of property in lieu of probate. We also are experienced in durable powers of attorney for property, which may be helpful as death nears.

We also counsel clients regarding Health Care Powers of Attorney and the alternatives thereto. A Health Care Power, executed thoughtfully in advance, can assist your loved ones a great deal as you approach death or are otherwise unable to make health care decisions for yourself.


 

 

 

 
 

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