Estate Planning

Our firm assists our clients with the creation of wills and trusts used in conjunction with an effective and prudent estate plan to protect your legacy and efficiently transfer wealth among the generations. We work with clients to minimize potentially adverse tax effects and create plans to manage that tax burden and ensure the efficient transfer of that wealth and legacy.

We also provide probate services, to help guide you through the complex process of settling an estate and are skilled in the creation of healthcare powers of attorney, advance medical directives, living wills and durable powers of attorney, critical to the development of a proper estate plan.

Representative Matters

  • Advising clients on Estate Planning and Wealth Transfer strategies
  • Representing clients on estate administration and probate matters