Estate Planning should be a subject dedicated to saving families, not taxes. Failure to do proper planning, may seriously damage family relationships. I like to bring the family back into estate planning. For most people, the most important assets you have are not those in your bank or safety deposit box; they are the assets in your family.

Ensuring the orderly transfer of your estate to your beneficiaries usually forms a substantial part of your financial plan. My knowledge and experience regarding the tax laws governing the transfer of investment and other assets at death will assist in structuring your estate in the most accommodating manner. I will inform you on the subject of “living wills” and powers of attorney, and upon your request refer you to a lawyer for more detailed estate planning.