Many clients can handle their estate planning needs in economical fashion with a will. Wills (called “pour over wills”) are also used in conjunction with revocable trusts.

Increasingly we use revocable (living) trusts as the main engine of estate planning, and we always use them in the case of larger estates. We are experienced with their creation and their “funding,” and we work closely with the client´s other advisors to ensure effective coordination.