Estate Planning and Charitable Giving

Reviews involve analysis of exposures to estate taxes and current estate plans. We may recommend a new or revised will, powers of attorney, trusts and other related documents. Advice might include ways to minimize or avoid future estate taxes by implementing appropriate planning and charitable giving strategies. We may provide you with contact information for attorneys who specialize in estate planning when you wish to hire an attorney for such purposes. From time-to-time, we will participate in meetings or phone calls between you and your attorney with your prior approval.