As U.S. tax and estate laws are revised and repealed with ever-increasing frequency, ensuring that you have properly planned for you and your family’s future is essential.  We provide a platform to bring our clients personalized solutions to their estate planning needs on a cost-effective basis

• We counsel clients on virtually every aspect of estate planning – to help minimize worry and risk
• We work with clients to evaluate their unique situations and help them achieve their wealth transfer goals
• We design all necessary documents and structures to minimize the risk of disputes
• We handle virtually all aspects of estate and trust administration, including the representation of both fiduciaries and beneficiaries in contested probate and trust matters
• When a dispute becomes unavoidable, we represent our clients in litigation, mediation and other forms of alternative dispute resolution

OUR SERVICES

• Traditional estate planning, including preparation of wills, living wills, durable powers of attorney, designations of health care surrogate, revocable trusts, irrevocable trusts and more
• Family business planning
• Life insurance planning
• Marital agreements
• Estate and trust administration
• Post-mortem planning
• Private foundations
• Publicly supported charities
• Contested probate and trust matters (representation of both fiduciaries and beneficiaries)
• Guardianship administration