Estate Planning

Our firm assists our clients with the creation of wills and trusts used in conjunction with an effective and prudent estate plan to protect your legacy and efficiently transfer wealth among the generations. We work with clients to minimize potentially adverse tax effects and create plans to manage that tax burden and ensure the efficient transfer of that wealth and legacy.

We also provide probate services, to help guide you through the complex process of settling an estate and are skilled in the creation of healthcare powers of attorney, advance medical directives, living wills and durable powers of attorney, critical to the development of a proper estate plan.

Representative Matters

  • Advising clients on Estate Planning and Wealth Transfer strategies
  • Representing clients on estate administration and probate matters
 

News

January 11, 2012

Client Alert: A Note About New IRS Form 8938

January 11, 2012

Client Alert: A Note About New IRS Form 8938

October 3, 2011

Michael Gottlieb Installed As President of the Rockville Cha

August 18, 2011

James Denaro and Andrea Stephenson Join Apatoff | Peters | E

August 18, 2011

AXIOM Systems Acquires Ivertex

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