A drafted, signed will forms the foundation of any estate plan. However, the titling of assets, recorded beneficiaries, and state regulations can direct how your legacy flows, regardless of what your will states. Not all heirs are ready for financial responsibility and some may always need a guardian—how are they being protected?

Our team will work with you to review your estate planning needs, helping to ensure that your wealth is distributed as desired upon your passing. The past two decades have seen substantial changes in both state and federal estate tax law. We expect changes to continue, and we take pride in our efforts to guide clients back to their legal advisors when we see both risk and opportunity in new estate tax laws and rulings.