Whether you are a U.S. client only with no off-shore interests or a Canada/U.S. cross-border (or other country) estate planning client, Sally and Ed work with you to develop a comprehensive estate plan that meets your personal objectives while minimizing taxes which may be payable in any jurisdiction both during your lifetime and at death.

Sally and Ed start by listening, and proceed by applying their extensive experience and knowledge to your particular circumstances. They design and propose plans that they believe are appropriate for your circumstances and objectives. It is extremely important to Sally and Ed that you understand the reasons for their recommendations so that, in the end, they are confident they receive your well-informed instructions and implement them. In most every case, Sally and Ed illustrate estate plans though diagrams, each of which deals with alternative scenarios. Some estate plans are straight-forward and others may be extremely complex. Additionally, Sally and Ed welcome the involvement of your other professional advisors, including other attorneys, accountants, insurance advisors, and similar professionals on whom you rely.

Among some of the estate planning vehicles with which Sally and Ed are well versed and which they prepare are: Wills, Revocable Living Trusts; Inheritance (Generation-Skipping) Trusts for children and other beneficiaries; Irrevocable Insurance Trusts; Asset Protection Trusts; Special Needs Trusts; Private Charitable Foundations; Durable Powers of Attorney; and Health Care Declarations and Proxies. With the assistance of their network of colleagues, Sally and Ed also help clients establish simple business entities such as limited liability companies and limited partnerships.