Estate planning is a term that can mean different things to different people, but it most certainly encompasses the lifetime preservation of wealth, minimization of taxes, and establishment of a plan for orderly transition of wealth to one's heirs.

We strive to accomplish all of these goals for our clients. We monitor changes in federal and state law that require revisions to existing documents, as well as counsel clients on interpreting their current wealth philosophies into new or revised plans that create a legacy for their selected heirs and/or charities.

Estate planning and administration services include:

• Estate plan design and implementation
• Retirement planning with large IRAs and pension balances
• Gift strategies with closely held businesses and family assets
• Consultation on long-term care, powers of attorney and medical issues
• Charitable gift planning