Estate Tax Planning

We help you make sense of the complex estate tax planning options that are available.

Revocable trusts. Irrevocable trusts. Charitable remainder trusts. How do you make sense of it when you are planning your financial legacy for your heirs and future generations?

We know that not everyone is a lawyer. It's our job to help you select the tax planning options that make sense for your family. David Bromley has over fifteen years of experience providing personal service and clear, easy-to-understand explanations of the options that are best for meeting your estate tax planning goals.

Our areas of expertise:

• Revocable trusts
• Irrevocable trusts
• Charitable lead trusts, charitable remainder trusts
• A/B bypass trusts
• Irrevocable life insurance trusts (ILIT)
• Grantor retained annuity trusts
• Charitable gift tax strategies
• Marital trusts
• Medicaid sheltered trusts
• Credit shelter trusts
• All other types of tax planning trusts and instruments

Office Locations

Estate Planning Services

• Estate Administration
• Wills
• Living Wills
• Advance Health Care Directives
• Medical/Financial Power of Attorney
• Probate Avoidance
• Revocable / Irrevocable Trusts
• Charitable Lead trusts
• Charitable Gift Tax Strategies
• Marital Trusts
• All other tax planning trusts