Our firm practices in many areas of estate planning, specializing in wills, trusts, qualified personal residence trusts, family limited partnerships, irrevocable life insurance trusts, asset protection trusts, charitable remainder trusts and estate and gift tax issues and controversies. This web site was designed to save you time and money by walking you through the basics of estate planning and the associated estate and gift tax issues.
We would recommend that you start with our Frequently Asked Questions (FAQs) on various estate planning topics to familiarize yourself with basic concepts, current gift and estate tax issues and probate laws. If you have the time, you might want to also check out our online presentations that have full color slides and accompanying text to introduce you to important issues with real examples.
We try to use plain English in this web site, but if you would like to know the definition of any of the estate planning terms used on this web site, or that you have heard elsewhere, checkout our Glossary of Terms. What needs no explanation is the word “taxes.” None of us likes them much, but if you want to get an idea of how much estate tax you and your family will be facing, try out our Estate Tax Calculator.
In our firm’s commitment to keep you informed and up-to-date with current issues, we also have provided various articles on numerous subjects, including articles that we may have written for our Client Newsletter or other publications. Also included throughout our web site are links to other sites that we think you might find useful.
As always, we are here to help you. If you have questions about this web site, your particular situation or estate and gift tax issues in general, please do not hesitate to contact us.
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