Estate Planning

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.