Estate and Business Planning
Mr. Appel provides services in the transfer of wealth for individuals, families and closely held businesses. Mr. Appel works to plan and implement the client's wealth transfer objectives with the least overall cost and complication. For business owners in particular, it is essential that their estate planning documents are consistent with the organizational documents of their business, as well as with the agreements which they have in place with their partners or shareholders. Mr. Appel provides estate planning services to clients and business owners in the following areas:
- Simple Wills
- Revocable trusts
- Life insurance trusts
- Special needs trusts
- Minor's trusts
- Powers of attorney
- Advance directives
- Charitable giving
For business owners and high net worth individuals, Mr. Appel takes a team approach, working with a client's accountant, financial planner and insurance professional to create plans which involve the input and use the expertise of a client's professional advisors.
