Estate Planning

Every family is unique, each with its own history, values, and legacy. Ensuring that each family’s interests are protected and preserved requires a personal approach, beyond just preparing wills and trusts. We diligently work through strategies regarding how to best provide for one's family, both during lifetime and at death, and who should control the assets after a client's death. We are able to provide unique perspectives and offer choices based on a client's concerns about their families. Finally, we counsel clients about creating estate plans that can provide appropriate asset protection, both for the client during lifetime and for the client's family after the client's death.

  • Trust Titling and Funding

  • Termination/Modification of Trusts

  • Asset Transfer

  • Related Business Formation, Succession and Transfer

  • Related Real Estate Acquisition and Disposition

  • Wills

  • Trusts

  • Estate Tax Planning

  • Special Needs Trusts

  • Durable Powers of Attorney

  • Healthcare Powers of Attorney