The Law Offices of Kaplan & Kramer
The estate planning process encompasses a variety of documents and services, including:
- Wills
- Financial Powers of Attorney
- Health Care Durable Powers of Attorney and Living Wills
- Revocable Trusts
- Insurance Trusts ("ILITs")
- Qualified Personal Residence Trusts ("QPRTs")
- Charitable Trusts ("CRTs" and "CLTs")
- Grantor Retained Annuity Trusts ("GRATs")
- Special Needs Trusts
- Planning with IRAs and Employer-Sponsored Retirement Plans
- Education Planning (529s)
If you are interested in becoming an estate planning client, you will need to complete the questionnaire below.