Experience & Legal Services | Estate Planning | Wills, Trusts, & Estate Planning
Our estate planning practice can assist with the changing and complex estate planning needs of individuals, fiduciaries, and closely held business owners. Development of a well thought out estate plan is critical for making sure your wishes are carried out. We help our clients to make appropriate decisions, both by suggesting and explaining appropriate alternatives and exploring the pros and cons of each. Then, we work with our clients to execute and put into action the plan chosen. Our services include drafting and implementation of estate planning documents, including wills, trust agreements, powers of attorney, and advance directives, integration of the estate plan with small business ownership, as well as trust and probate administration. We have the depth of experience to help you manage your wealth and transmit it to future generations and worthy causes. If your wealth includes ownership in a family or closely held business, we can also help you insure a seamless fit between your estate plan and your business transition plan. Whether your estate planning needs are simple or extremely complex, we can bring peace of mind to you and your family. We will provide options and opportunities to fit your individual circumstances, and assist you with implementing and appropriately funding your plan to minimize probate court involvement once you are gone.