Although the statutory framework for the current estate planning arena is complicated and uncertain, that is not an excuse for failing to deal with estate planning needs.
Much of our work involves family businesses, but we represent a large number of individuals as well. There is no substitute for knowing as much as possible about the individual’s and family’s situation, both financial and personal, with the goal of making tax-efficient decisions but also decisions that make matters as simple and straightforward as possible for those loved ones who survive. We pride ourselves on being both compassionate and logical, trying to accomplish the client’s goals but also preserve flexibility in case of changing laws and circumstances. Much of what we do is to try to make the survivors’ tasks as simple and understandable as possible, always working closely with accountants, agents and advisors.
Among the considerations we often address are:
We are always guided by how best to serve the desires and interests of each testator or settlor and their respective families, charitable goals and intended beneficiaries, consistent with the client’s directions.