- Estate planning: wills, trusts, tax planning, advance directive, power of attorney, and probates
- Elder law: guardianships and conservatorships
- Business law
- Speaking engagements
Please contact us to set up an initial meeting to see how we can assist you.
We help individuals with taxable and non-taxable estates create comprehensive estate plans. These plans determine who will receive your assets, minimize estate tax, designate decision-makers in the event of your incapacity, and update beneficiary designations. We will analyze whether a will, trust, or other document is the most appropriate planning tool for you. If needed, we assist our clients with any transfers or documents to implement the plan.
We provide general business advice for closely-held businesses
Guardianships and Conservatorships
We strive to provide effective and efficient service to clients seeking to obtain or object to temporary and permanent guardianships and conservatorships for members of their family or loved ones.
When a loved one passes away, our firm assists clients in efficiently administering that person’s estate. If probate is appropriate, we routinely advise clients on probate court procedure and deadlines. We help the person’s personal representative (executor) resolve creditor and tax issues, and distribute the estate to the proper beneficiaries.
Good estate planning is a gift to yourself and your family that speaks for you when you cannot. Yet, understandably, many people find it difficult to take the first step. We find, however, that people are empowered and motivated when they understand their options.
A key part of our firm mission is to help individuals and businesses understand the choices and possibilities available through good estate planning. We welcome the opportunity to speak to your group. Click here to schedule a speaking engagement.