M Adam Bankier PA

Estate planning includes much more than the preparation of a will.

Attention must be given to coordinating aspects of a client's overall financial assets (including IRA and 401k)and business objectives, including preparing powers of attorney for property and health care, preparing living wills, planning for lifetime gifts to children, determining the appropriate form of ownership for assets, including the operation and structure of closely held businesses, valuation discount, planning for retirement, assisting in determination of life insurance needs, income, estate, gift and generation-skipping transfer tax planning, and analyzing the use of a living trust versus probate.