Estate Planning

We can assist you in your estate tax and gift tax planning so that you can take advantage of the increasing estate tax exemption and the annual gift tax exclusion. We will draft your wills, your medical and general powers of attorney, and other documents you need. We can also set up trusts for you. We can assist in guardianship and conservatorship issues for your spouse, your domestic partner, or a family member. We will also assist your executor in handling the probate of your estate after you pass away and prepare the estates and gift tax returns.

Some topics that may be of interest to you are:

Coverdell Education Savings Accounts

Section 529 College Savings Plan