Estate Planning & Administration

D&W Law crafts estate plans (e.g., wills, powers of attorney, healthcare directives, etc.) to protect our client’s assets from creditors, minimize federal and state estate tax, and maximize income tax opportunities available to our clients. Using sophisticated wealth transfer and preservation strategies, we help our clients maximize the enjoyment of our client’s property during their lifetime, while also facilitating appropriate lifetime gifting strategies and providing for an orderly and efficient transfer of property to beneficiaries upon your death.

Our services may include an estate and gift tax analysis including projections of potential estate tax savings achieved through specific planning strategies and an income tax and cash flow analysis in conjunction with proposed wealth transfer strategies.

Through the strategic use of irrevocable trusts, D&W Law can help protect your assets from financial abuse, lawsuits, divorce, spendthrift heirs, and other risks. Our wealth transfer planning professionals analyze federal and state laws to identify creative solutions that best address your wealth preservation and transfer goals.