Helping Individuals Plan Ahead
As a complement to our business and corporate legal practice, we offer thoughtful estate planning. We work with our clients to understand their goals, businesses, financial affairs, and business succession plans. It is because of our business background that we are able to develop estate plans that meet the goals and expectations of our clients.
Corporate and executive clients often seek our guidance as they seek ways to preserve a business and other assets in an estate plan for the sake of surviving family members, favorite charities, and business successors. Our attorneys take time to learn all that we can about a person’s assets and objectives before designing customized testamentary and trust documents. We further assist clients on estate planning matters such as:
- Simple Wills
- Complex Wills
- Living Wills (advance medical directives)
We understand our clients’ goals of asset protection and avoidance of probate administration expenses and taxes. However, we are also available to carry out probate administration duties as needed, including probate litigation and will contests. We are efficient, and we keep family and business partners informed as to the status of a probate case through its complete fulfillment. We facilitate smooth transitions of assets from one generation to the next.