Estate Planning

We advise our clients regarding estate planning, and prepare Wills, Trusts, Powers of Attorney, Health Care Directives and other needed documents to help them achieve their estate planning goals. We are experienced in assisting clients with both simple and complex estate plans, including planning to minimize estate tax liability as well as creating supplemental needs trusts for disabled beneficiaries when needed. Additionally, we prepare trusts when appropriate that are specifically designed to achieve our clients’ goals including asset protection, minimization of estate taxes, providing for blended families and avoiding probate. We listen to our clients. From the first discussion of your objectives to their eventual completion, our goal is to make sure that your wishes are carried out fully, promptly and for a reasonable fee.

If you would like to meet with us to discuss your estate plan, please either contact us directly, or download and print one of our Confidential Estate Planning Worksheets, complete it as best you can and return it to us.  We will contact you to schedule an appointment after receiving your completed Worksheet.

Please contact us or see our Estate Planning FAQ if you would like additional information.