We listen closely to our clients to tailor an estate plan that meets their needs while aiming to avoid court, eliminate tax, and simplify the process for them and their loved ones. 

All of us need an estate plan, whether our estate is small or large. Proper estate planning allows you the opportunity to have a voice over where your property goes and how it passes to your loved ones. Whether you need a simple will, a living trust, need a special needs trust, or are considering charitable giving, we pride ourselves not only in providing customized plans to fit your needs and goals, but in ensuring you are central to the process. Of course proper estate planning goes beyond simply ensuring your assets pass according to your directions, and a complete plan also includes powers of attorney, health care directives, and nominating guardians for minor children. 

Our clients often comment that they understand and feel in control of their estate plan for the first time.

Because of our vast experience in business law, we also help business clients integrate succession planning into their individual estate plans. We often work with financial planners, accountants, and insurance agents to fully utilize available benefits.

For over 30 years, we have used our extensive experience and skills to make sure clients’ wishes are properly expressed. Utilizing modern drafting techniques, best practices, application of legal nuances, and tax saving practices, we can help you achieve your goals together.