We have extensive experience in preparing wills, revocable and irrevocable trusts (including insurance trusts, charitable trusts, and non-grantor trusts), durable powers of attorney and limited liability entities for estate planning and asset protection purposes. With our background in tax law, we focus on family wealth transfers and closely held business planning, with an emphasis on considerations relating to gift, estate, generation-skipping and other transfer taxes. We also advise clients regarding the pros and cons of lifetime giving and making appropriate provisions for beneficiary designations on retirement plan benefits.
Our goal in assisting our clients is not only to resolve uncertainty about asset disposition and tax exposure, but also to give our clients a feeling of security regarding the care of vulnerable dependents, probate avoidance, family business management succession, and protecting our clients’ interests in the event of an incapacitating accident or terminal illness.
Our firm’s estate planning clients include closely-held business owners, physicians, accountants and other professionals, corporate executives, entertainers and authors. Our advice in every case is tailored to the specific needs, circumstances and objectives of each of our clients. So, contact NorthStar Law Group, P.S. to work with you on creating an estate plan to meet your goals.