Estate & Tax Planning

Sophisticated, forward-thinking strategies to preserve your wealth, minimize tax exposure, and ensure your legacy is transferred with precision and intention.

"The federal estate tax exemption is currently at a historically high level, but scheduled to sunset in 2026. Proactive planning now can lock in exemptions and protect your estate from significantly higher future tax exposure."

Services Include

  • Will Drafting & Review

  • Revocable Living Trusts

  • Irrevocable Trust Structures

  • Estate Tax Minimization

  • Lifetime Gifting Strategies

  • Charitable Planning

  • Business Succession Planning

  • Powers of Attorney & Healthcare Directives

  • Asset Protection Strategies

  • Beneficiary & Fiduciary Planning

Frequently Asked Questions

  • Estate planning is important for everyone, regardless of wealth. At minimum, a will, durable power of attorney, and healthcare directive ensure that your wishes are honored and that your family is not burdened with unnecessary legal processes.

  • As of 2026, the federal estate tax exemption is approximately $15 million per individual ($30 million for married couples). However, the exemption could revert at any time through Congressional action. Proactive planning now can help lock in the current higher exemption.

  • We recommend reviewing your estate plan every three to five years and after major life events — marriage, divorce, birth of a child or grandchild, significant changes in wealth, or the death of a named beneficiary or fiduciary.

  • A revocable trust can be amended or revoked during your lifetime and does not remove assets from your taxable estate. An irrevocable trust generally cannot be changed once established, but assets transferred into it are typically removed from your estate, offering potential tax and asset protection benefits.

Ready to Begin Planning?

Schedule a confidential consultation with one of our estate and tax planning attorneys.

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Protecting Your Wealth Across Generations

Estate and tax planning is not simply about drafting documents — it is a deliberate, ongoing process of structuring your financial affairs so that your assets reach the people and causes you care about in the most efficient way possible.

Our attorneys work closely with high-net-worth individuals, families, and business owners to design comprehensive estate plans that address wealth transfer, tax minimization, asset protection, and long-term financial continuity. Whether your estate is straightforward or involves complex business interests, real estate holdings, or multi-generational wealth, we bring the experience and creativity to build a plan that works.

What Is Estate & Tax Planning?

Estate planning encompasses the legal strategies used to manage your assets during your lifetime and direct their distribution upon your death. Tax planning, when integrated with estate planning, ensures that federal and state taxes — including estate taxes, gift taxes, and income taxes — are minimized across every stage of wealth transfer.

A comprehensive estate and tax plan may include:

  • Revocable and irrevocable trust structures

  • Wills and pour-over wills

  • Powers of attorney and healthcare directives

  • Lifetime gifting strategies to reduce taxable estates

  • Irrevocable Life Insurance Trusts (ILITs)

  • Spousal Lifetime Access Trusts (SLATs)

  • Grantor Retained Annuity Trusts (GRATs)

  • Charitable planning — CRTs, CLTs, and donor-advised funds

  • Family Limited Partnerships and LLCs

  • Business succession planning

Why Integrated Planning Matters

Many clients arrive with an estate plan that has not been reviewed in years — or have no plan at all. Tax laws change. Families grow and evolve. Business interests appreciate. Without regular attention, even well-crafted plans can fall out of alignment with your goals and expose your estate to unnecessary taxes or legal complications.

Our firm takes a holistic view, coordinating your estate plan with your income tax position, business structure, retirement accounts, and charitable objectives. We also collaborate with your existing financial advisors, CPAs, and corporate counsel to ensure every element of your financial life is working in concert.