Comprehensive
Estate Planning, Including preparation of |
- Wills
- Living Trusts
- Powers of Attorney
- Living Wills
- Irrevocable Life Insurance Trusts
- Charitable Trusts
- Family Limited Partnerships
- Pre-Nuptial and Post-Nuptial Agreements
- Included 3-Year Review
|
Retirement
and Estate Tax Strategies |
|
- Pensions
- Profit Sharing Plans
- Qualified Benefit Plans
- IRAs
- 401 (k) and 403 (b) Plans
- Inherited IRA & Retirement Plan Accounts
|
Estate
Planning for Second Marriages and Blended Families |
Estate
Planning for Non-Traditional Families |
Ethical
Wills |
| Estate
and Trust Administration: |
- Filing of Wills for Probate
- Preparation of Federal and State Death Tax Returns
- Assistance with Asset Transfers and Distributions
- Preparation of Accountings and Settlement Documents
|
 |
Coordination
of Assets with Estate Planning |
| |
- Change of Ownership of Financial Accounts (as necessary)
- Preparation of Beneficiary Designations
- Follow up and Verification of all Requested Changes
|
|
Legal Services
