There is more to an estate plan than simply drafting a Will. We engage with our clients to learn about their overall financial life, their concerns, and their goals for the future to accomplish various objectives, from protecting minor children and avoiding probate to minimizing estate tax liability and navigating the expectations of blended families. We carefully review all of our clients’ assets to ensure coordination with their legal documents, often working with our clients’ financial, accounting and business advisors to ensure follow-through and consideration of all aspects of any updates in ownership or giving.
