Estate Planning, Trusts & Wills
For the best possible outcome, it pays to plan ahead
A well-crafted estate plan does more than state who gets what—it protects your family, reduces taxes, and prevents conflict. We help individuals and families design customized wills, trusts, and related documents that reflect their values, protect their loved ones, and minimize court involvement. Whether your estate is modest or complex, we tailor a plan that fits your goals and budget.
Our attorneys advise on revocable living trusts, irrevocable trusts, tax-efficient gifting strategies, and planning for business owners, blended families, and second marriages. We also prepare durable powers of attorney, health care proxies, and living wills so your wishes are honored if you become incapacitated.
We focus on clarity and practicality. We explain your options in plain language and ensure your documents work together with beneficiary designations, retirement accounts, and life insurance. With offices in New York and New Jersey, we address the different state laws that can impact your estate and coordinate multi-state planning when needed.
We help clients plan for what they have to do, so they are free to do what they really want to do.
Our Estate Planning Services Include:
- Wills and trusts creation
- Powers of attorney and health care proxies
- Estate and gift tax reduction strategies
- Beneficiary designation and distribution planning
- Retirement account and life insurance planning
- Family business succession planning