We Help Individuals and Business Owners Accomplish Their Goals
Your unique personal and business needs require thoughtful estate planning to ensure the effective control, growth and transfer of your assets during life and at death. We will work with you to understand your personal and business goals and financial affairs and to provide a customized estate plan using wills, trusts and a business succession plan.
Business clients often seek our guidance as they seek ways to preserve a business and other assets in an estate plan protecting surviving family members, favorite charities, and business successors. Our attorneys take the time to learn your assets and objectives before designing customized documents for your estate plan, including tax planning, asset preservation and business strategies. We assist clients on estate planning matters such as:
- Revocable Living Trusts to avoid or minimize the delay and expense of probate court proceedings
- Living Wills (health care directives)
- Powers of Attorney
- Insurance Trusts and Charitable Trusts
We share our clients’ goals of protecting their assets, minimizing estate taxes, and avoiding the expense of guardianship and probate proceedings. However, we efficiently assist with probate proceedings as needed, including probate litigation and will contests. We facilitate the smooth transition of assets from one generation to the next. We work with individuals and business owners with estates of all sizes to help accomplish their personal and financial goals.