Estate Planning & Administration and Elder Law

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One of the strengths of our firm is our extensive experience in advising families regarding effective estate and financial planning. We pride ourselves in our ability to counsel clients concerning their financial and estate goals and recommending cost and tax efficient methods of achieving those goals.

HRBK prepares all types of wills, trust agreements and powers of attorney and tailor them to your specific needs and desires. We also have extensive experience with Premarital and Postmarital agreements and their use for couples approaching a second marriage.

When estate planning inevitably becomes estate administration, we have substantial experience to advise and assist executors and trustees in questions of administering estate assets efficiently, including the preparation of all required estate and income tax returns for decedents, estates and trusts. We can also serve as Executor or Trustee for families when the situation dictates.

We advise our clients in all phases of elder law. As the population ages, elder law has become an increasingly important area of practice. We can assist in structuring assets and gifts to protect the family assets and further the family goals of maximizing the estate and minimizing death taxes.