Dan creates personalized Estate Plans (Wills, Trusts, Powers of Attorney, and Living Wills) that are specifically tailored to meet client needs such as:
- Protection of client wealth to maximize giving while also minimizing the impact of any relevant death taxes
- Using Trusts to safeguard wealth intended for minor children, individuals who lack financial acumen and/or disabled individuals (Special Needs Trust)
- Guiding clients through the important process of selecting the most appropriate fiduciary (Executor or Trustee)
- Business Succession Planning
- Charitable Planning
- Private Foundations
- Deed Preparation and Transfer
- Life Estates
Dan will also review your prior Estate Plan to make sure it reflects your current wealth preservation strategy.