Estate Planning

BETTER LEGACY Is fostered by preparation and a personal touch

Careful planning is key to ensuring your family’s wealth, assets and legacy endures. Regardless of your situation, we help you prepare for whatever the future holds. We employ a strategic and multidisciplinary approach involving all aspects of tax, corporate, real estate and family law.

We work to ensure your wealth is passed to the next generation in the most streamlined and tax-efficient manner, in ways that stay true to your values and personal goals. This includes preparing wills, revocable trusts, powers of attorney and other related estate-planning needs.

Business interests are frequently intertwined with the other aspects of your personal net worth. We develop and implement business succession strategies for closely-held businesses, including multigenerational estate plans with LLC operating agreements, partnership agreements and shareholder buy-sell agreements.

We focus on reducing your taxes through sophisticated planning strategies, including dynasty trusts, intra-family sale agreements, family limited partnerships, grantor retained annuity trusts, qualified personal residence trusts, self-canceling installment notes, private annuities and college savings plans. We also help you maximize estate, gift and generation-skipping tax exemptions.

Trusts and Estates Attorney - Shannon Bauer, woman dresses in a black blazer
Shannon BauerAssociate
John Wiktor Attorney
John R. WiktorChair | Private Client, Trusts and Estates Group
Man dressed in a light pink dress shirt with a black suit jacket.
Jeffrey A. ZaludaPartner | Board of Directors
It's Estate Planning Awareness Month. Is Your Plan Up-To-Date?October 6, 2023

October is Estate Planning Awareness Month. This annual reminder offers the opportunity to review your estate planning and ensure it is up-to-date and accomplishes your goals. Funding your Revocable Trust Your estate planning is prepared. You signed it. Mission accomplished? Almost…. There is a very important step, called “trust funding” that often gets missed after executing a trust. If you…

Your Guide to the Second Half of 2023: Gift Giving & Tips for Parents with College StudentsAugust 9, 2023

As we find ourselves well into the latter half of the year, the thoughts of winter travel, holidays and the bustling activities of the upcoming months begin to occupy the minds of many. It is also an opportune moment to reflect on your estate plan and decide if any aspects require careful attention before the year's end, including contemplating annual…

Estate Planning Awareness Week 2022October 17, 2022

Why Estate Planning Awareness Week? In 2008, Congress designated the third week of October (October 17-23, 2022) as National Estate Planning Awareness Week as a reminder to the public of the importance of estate planning. Having a proper estate plan is important to ensure that you and your loved ones are taken care of. When done well, estate planning aims…

Client Success: HMB Represents Spraoi in Sale to Global Market Leader in Core Systems for Life, Accident and Health InsuranceMay 13, 2021

HMB would like to congratulate DigIn Technologies, LLC d/b/a Spraoi, a leading provider of machine learning capabilities for the Group Life and Employee Benefits industry, and its Co-Founders Karan Mishra, Matthew O’Mara and Santoash Rajaram, on a successful sale to FINEOS Corporation, a global market leader in core systems for life, accident and health insurance. Spraoi is an insurance technology…

SLAT’s: An Old Idea with New UrgencyOctober 8, 2020

Client calls are coming in droves regarding the need to engage in estate planning if Joe Biden wins the White House and the Democrats have a majority in the Senate.  And for good reason. There is every reason to think that the currently high estate tax exemptions will be substantially reduced as part of a tax overhaul relatively early in…

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