Everyone needs an estate plan. The relative complexity of the estate plan will vary: for some individuals, a simple estate plan will suffice; on the other end of the spectrum are high net worth individuals and families, whose estate plan should include a wide variety of legal instruments, utilized to effectively minimize the estate’s exposure to estate taxes.
At McDonnel Coates LLP, our attorneys primary responsibility is to obtain a complete picture of our clients’ current financial and family status, along with our clients’ wishes for both their family and their financial assets. Once that picture is complete, we structure an estate plan that provides ironclad protection for family members and financial assets, using all the relevant tools at our disposal.
Our firm can assist you in the following areas: Wills and Trusts; Gift Tax Planning; Charitable Gifts; Establishment of Private Foundations; Life Insurance Trusts; Living Trusts; Prenuptial and Postnuptial Agreements; Real Estate Transfers; Power of Attorney; Family Limited Partnerships; Buy-Sell Agreements.