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:

  • Asset Protection

  • Foundations

  • Gift Planning

  • Irrevocable Trusts

  • Life Insurance Trusts

  • Living Wills

  • Powers of Attorney

  • Probate Court

    • Executor Representation

    • Opening and Administration of Estates

    • Personal Representative Representation

    • Trustee Representation

  • Property Disposition

  • Specialized Deeds

  • Special Needs Trusts

  • Succession Planning for Businesses

  • Taxation Issues

  • Trusts

  • Wills

What Our Clients Are Saying

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