Estate Planning

Caring for Your Loved Ones during your life and after you pass.

When it is time to decide what you will do with your property and wealth and who is to benefit from it, it is important to ensure that your wishes are carried out when you are not able to do so. We have the desire to help and we will listen to you to discern your goals. We have the legal knowledge, experience and the creativity  to assist you with your estate planning needs. We want to help you navigate the best way to express what you want done with your property if you are disabled and after your death.

We have the experience and knowledge to help you prepare the estate plan for your wealth transfer. We will suggest methods and strategies that are tailored to your personal needs. We have the creativity to write the plan that will protect and provide for your loved ones.

During your life, we want to maintain a long-term relationship with our clients, get to know you, your goals and values.  We seek to help you meet your changing goals over time. As your family grows and changes, as your property and wealth changes, your goals will change. We will help you find the best way to express what you want done with your property. We want our clients to have the legal tools to manage your wealth, it if you are unable to do so, and to transfer the property after your death. We will assist you in legal planning process and create the legal documentation needed help you manage your property, and if you incur a disability, to manage it  with the help of your agents working from your instructions. When death occurs, your documented goals will be able to be effected by your family and fiduciaries. We will prepare you with all of the needed documents to effect the management of your your property when you unable or no longer able to do so, and for distribution of your estate property, with the least impact from estate, inheritance, gift and income taxes.

After you pass on, during the administration of your probate estate or during the administration of a Trust, we assist the fiduciary of the estate, or the trustee of the trust. There is to be an orderly administration and transfer of your assets, with an effort to limit the adverse effects of taxes - income, inheritance, estate and gift taxes. If your child, grandchild, heir or beneficiary needs our assistance, we will help them in reading, understanding, interpreting, and enforcing the terms of the Last Will, or your Trust, to make sure the estate and trust administration are done properly.

Estate Planning, Probate  and Trust services include:

  • Estate and Wealth Transfer Planning
  • Last Wills and Testament
  • Revocable and Irrevocable Trusts
  • Business Succession Planning
  • Power of Attorney for Property Management
  • Financial Power of Attorney
  • Health Care Power of Attorney
  • Living Wills
  • Burial Designate Agent
  • Life Insurance Trust
  • Guardianships and Conservatorships
  • Gifting and Gift Planning
  • Probate Administration
  • Trust Administration
  • Tax Planning, Tax Returns
  • Tax Planning
  • Social Security, Medicaid and Medicare

Our Mission Statement

We will work hard to earn your trust and loyalty through our commitment to you and your case, by our work ethic, our experience and resources, our deep commitment to obtain justice and our honest ethical approach.