Estate Planning

We believe in personalized service for every client.

Our approach is educational and proactive – we first determine each client’s individual goals and then tailor their plan to best fulfill their values.

We are well-versed and stay up-to-date in the ever-changing trust and estate laws that can have a profound effect on our clients’ financial futures. We also want to keep up-to-date with our clients’ ever-changing personal family changes. Therefore, with each of our estate plans we include a no-charge 4 year review to ensure that as our clients’ lives change, so does their estate plan and ensure that all our clients’ assets are held properly for maximum protection.

In addition, we advise clients regarding pre- and post-nuptial agreements, perform reviews of existing plans that may be out of date, and handle all aspects of administration after the death of a loved one.

We represent families throughout varying stages of life:

  • Traditional two parent families or single parents wishing to provide for and protect their children and themselves;
  • Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
  • Blended families negotiating the challenges of creating new relationships with varying expectations;
  • High net worth families seeking strategies for minimizing estate and income taxes;
  • Family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership;
  • Estate executors and beneficiaries navigating the court process of probate administration;
  • Family members carrying out the legacy left behind through trust administration;
  • Executors, trustees and beneficiaries seeking to resolve conflicts, and families and individuals raising whole people;
  • Special Needs Planning with Special Needs Trusts to supplement government benefits.