We provide our clients with sound, thoughtful, and reasonable advice throughout the often complicated estate planning process. Estate planning is the process of creating a customized set of guidelines that will protect and provide for themselves, family members, and other loved ones in the event that our clients cannot protect and provide for them on their own. Whether the event is incapacity or death, taking care of the affected person or persons is not just an emotional, but administratively difficult task. We help our clients make sure that all of the pieces are in place to ensure that when these events happen, this task is as smooth and efficient as possible. Often, that means the use of a living trust, will, power of attorney, health care directive, nomination of guardians, and HIPAA/CMIA Waiver. Depending on our clients’ wealth, as well as their tax, legacy, and asset protection goals, this can also mean the use of irrevocable trusts, special needs trusts, charitable planning, business entities, and gifting programs, among other techniques.