Estate and Tax Planning

Estate Planning is one of the most important steps you can take to plan for the orderly distribution of your assets.  Your estate plan is personal to you.  At Rico, Murphy & Diamond LLP we provide tailored services to assist you in developing a customized estate plan that meets your personal goals.  We have the capacity and knowledge to confidentially handle all estate planning matters from the most basic to the most sophisticated with complex tax issues.  We advise you regarding your options and draft documents that reflect and accomplish your goals as well as minimizing future tax and probate issues.  Our estate and tax planning services include:

  • preparation of wills;
  • establishment of trusts, including revocable and irrevocable;
  • income, estate, gift and generation-skipping tax planning;
  • business succession planning;
  • implementation of gift programs;
  • charitable trust planning, including the  design and establishment of charitable split interest trusts, private foundations and similar entities;
  • insurance trust planning;
  • establishment of dynasty and generation-skipping trusts;
  • establishment and maintenance of family limited partnerships and limited liability companies; and
  • preparation of powers of attorney for financial and health care matters.

 


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