Estate Planning

Many people avoid proper estate planning because they do not like thinking about death. Estate Planning is generally considered the process by which people develop a plan that ensures that the assets they have worked so hard to accumulate during their lifetime are protected and distributed to those they love. Without proper estate planning, the Internal Revenue Service (IRS) stands to inherit a large portion of your assets. Fortunately, it's not too late to write the IRS out of your will. We can help you implement a variety of advanced tax strategies to keep your assets out of the hands of the IRS. Our expertise includes:

  • Wills
  • Trusts
  • Private Annuities
  • Power of Attorney
  • Medical Power of Attorney
  • Guardianships
  • Living Wills
  • Living Trusts
  • Life Insurance Trusts
  • Educational Trusts
  • Bypass Trusts
  • Charitable Trusts
  • Insurance Planning

Contact Gary Shapira or Stephen H. Hutzelman to answer any questions you may have.