Estate Planning

Developing an estate plan that provides you with a personal legacy and protects your loved ones.

Clients who wish to leave a personal and family legacy choose the HEKB team of professionals for the reputation we've earned for providing highly customized, creative and compassionate estate planning advisory services. We take the necessary time to understand each client's personal and family background, values, financial circumstances, business history and interests and unique vision of the future.

The HEKB team addresses a number of key elements in creating an estate plan that is a perfect fit for you and your family:

  • HEKB ensures that your property benefits those whom you choose, in the manner you select.
  • HEKB helps to minimize costs, including taxes, administrative expenses, court costs and fees.
  • HEKB provides for the management of your assets during your lifetime if you are disabled or wish to have someone else handle your finances and investments.
  • HEKB also provides for the continued management of your assets after your death.
  • HEKB addresses other critical issues, such as income tax planning, insurance, retirement planning, family and charitable giving and ownership succession for a family business.

A resulting estate plan often includes some combination of the following:

  • Wills
  • Powers of Attorney
  • Health Care Documents
  • Trusts – revocable, irrevocable, split interest, generation-skipping
  • Irrevocable Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Gifts
  • Qualified State Tuition Programs
  • Charitable Gifts
  • Family Partnerships/Business Ownership/Succession Plans

The HEKB team promises that your estate plan will be customized to fit your own family and financial situation, while also emphasizing flexibility, in the recognition that families mature and circumstances evolve.

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MELISSA K. BURNETT-TESTA
mburnett-testa@hekblaw.com
401.283.1240

RENEЀ A.R. EVANGELISTA
revangelista@hekblaw.com
401.283.1238

KINNAIRD HOWLAND
khowland@hekblaw.com
401.283.1237

A. MAX KOHLENBERG
mkohlenberg@hekblaw.com
401.283.1239

EMMA D. BECKER
ebecker@hekblaw.com
401.283.1266

JOSHUA CASWELL
jcaswell@hekblaw.com
401.283.1254

CAROLINE ELLIOTT
celliott@hekblaw.com
401.283.1244

LEIGH E. FURTADO
lfurtado@hekblaw.com
401.283.1247

DANA T. PICKARD
dpickard@hekblaw.com
401.283.1262

COLIN SHERER
csherer@hekblaw.com
401.283.1241

JOSHUA SIMON
jsimon@hekblaw.com
401.283.1252

PAM VEASY
pveasy@hekblaw.com
401.283.1253