We will help you create a basic estate plan, including a revocable living trust, a pour-over will, durable power of attorney, a living will, and a health care surrogate designation.

We will handle every aspect of estate administration from the death of a loved one, the payment of expenses and taxes, through the final distribution of assets. We are committed to ensuring that the wishes of all our clients are respected and upheld.

For clients with large estates, we offer customized estate and wealth preservation plans that will preserve your estate in the smartest and most tax-efficient way possible. Depending on your unique needs, we can consider establishing various irrevocable trusts, family limited partnerships, or limited liability companies that will reduce estate taxes, provide creditor protection, and keep your wealth within the family.

We will help you put a plan in place to protect your assets before you are in a precarious situation. Moreover, we can provide a plan to protect your children’s (and grandchildren’s) inheritance if they ever encounter financial difficulties, or in the event of a divorce. With over two decades of experience ensuring the assets of our clients remain safe, our firm can give you the peace of mind you need.

A health care advance directive sets forth your desires regarding who will make health care decisions for you in the event you cannot. In addition, designating an attorney in fact under a power of attorney will assure your desires regarding financial, medical, and business matters are executed properly. These documents are an important part of the estate planning process, and they will protect your goals and wishes.