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.