A good estate plan also includes the distribution of gifts during lifetime. There are advantages to making such inter vivos gifts (as they are called).
We meet with our clients in order that they may understand trusts, wills, and probate. We help them with their estate planning for not only their demise but for possible disability. We draft revocable living trusts, wills, powers of attorney, advanced health care directives, and HIPPA authorizations.
Our clients’ estate plans are integrated into their business planning and business succession planning. We also meet with our clients to ensure their plans are up to date.