Estate Planning

Estate planning is a uniquely personal process involving considerations of family, legacy, tax, assets, and liabilities. We provide advice to assist you and your beneficiaries in being as prepared and knowledgeable as possible in achieving your goals through creation of a will and trust. We can help with considerations of charitable gift planning, tax consequences, avoiding probate, and Medicaid eligibility. and provide additional services including:

  • Wills

  • Trusts

  • Living wills

  • Powers of Attorney

  • Asset Protection

  • Property Disposition

  • Special Needs Trusts

  • Foundations

  • Taxation Issues

  • Specialized Deeds

  • Life Insurance Trusts

  • Irrevocable Trusts

  • Gift Planning

  • Succession Planning for Businesses

  • Probate Court

    • Trustee Representation

    • Executor Representation

    • Personal Representative Representation

    • Opening and administration of estates


What Our Clients Are Saying

“Flexible, easy to work with, and always there when I need him.” T.H.