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Estate

PLANNING

Robert S. Plott and his staff offer a full range estate planning services tailored to each client’s financial and personal objectives.  Contrary to popular belief, estate planning is not solely for the very wealthy.  A comprehensive estate plan addresses all aspects of caring for one’s finances and loved ones, including protection of assets from creditors and ex-spouses, asset management and, when applicable, minimization of taxes. 

After an initial consultation to gather relevant information and an indication of our client’s wishes, we offer advice to achieve the stated goals in a cost efficient, but effective, manner.  At times this advice will include complex techniques, but much more often will involve a relatively simple structure to transfer and protect your assets.

Among our services that are commonly provided to clients are the following:

  • Wills

  • Revocable and Irrevocable trusts

  • Life Insurance Trusts

  • Life insurance premium financing structures

  • Spousal lifetime access trusts

  • Prenuptial and Postnuptial Agreements

  • Durable Power of Attorney

  • Durable Power of Attorney for Healthcare and Living Wills

  • Trusts eligible to own S corporation stock

  • Family limited liability companies, including strategies for maximizing tax free gifts

  • Private foundations

  • Gifting strategies

  • Generation skipping trusts

  • Charitable remainder trusts