Estate Planning

We help individuals protect their legacies.

Estate Plans Designed to Meet Your Specific Needs and Wishes

We have seen firsthand poor estate planning can affect families and cause lasting damage to relationships.  Our goal is to craft estate planning documents that provide clear directives and minimize the potential for conflict. We also provide clients with tax advice and planning relating to estates and trusts, including income tax and estate and gift tax issues and have deep experience assisting health net worth individuals in appropriate wealth transfer planning.h care.

Wills and Trusts

Estate planning documents designating what is to be done with your assets and who will act for and manage your affairs.

Business Succession Planning

A viable business succession plan helps ensure the continued longevity of your business or provides an exit strategy for the owner.

Asset Protection

Peace of mind in the face of liability exposure to money and property.

Special Needs

Ensuring those you trust most care for your children and adult family members with special needs.

Powers of Attorney

Whether designated for healthcare or financial purposes, powers of attorney permit one to designate and authorize someone to make vital decisions when the maker is unable to make those decisions.

Estate and Gift Tax Considerations

Annual and lifetime gifting thresholds as well as transfers that are not classified as gifts provide for effective planning strategies that can minimize an estate’s value and any resulting taxes.

Do You Need Help With Estate Planning?

Our experienced attorneys can provide you with the legal help you need.

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