Tax planning, charitable gift planning, multigenerational planning, and business succession planning are also an important part of the estate planning process.

Estate Planning also includes "incapacity planning." This means laying the groundwork to prepare for possible, future incapacity or inability to manage one’s own affairs. Planning for long term care is part of what is commonly referred to as “Elder Law.”

As part of every estate plan, we provide a one-year membership in Docubank – a service which provides you with an information card about your health and health care choices and, most importantly, provides you with immediate access (by fax) to your Advance Health Care Directive, at no additional charge; from anywhere in the world. This service is renewable.

Many trusts are created as an alternative to or in conjunction with a Will and other elements of estate planning. State law establishes the framework for determining the validity and limits for both. More flexibility in management is available with a well-drafted trust.

Upon death, the process of trust administration is similar to probate but is accomplished without total court supervision, making it a cost effective alternative.