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Estate Planning & Administration

It is never too early to plan your estate. We assist clients of all ages in the design and preparation of wills, living trusts with tax provisions, life insurance trusts, living wills and powers of attorney. In addition, we work with families in business succession planning and buy-sell agreements, as well as provide tax advice as to gift, estate, and GST tax savings utilizing use of Grantor Returned Annuity Trusts, sales to Defective Grantor Trusts and Qualified Personal Residence trusts.