Whether you need a simple Will or a complex tax-sheltered trust, we’re here to help.
Your estate planning process begins with an in-depth consultation. We start by exploring your goals and reviewing any previous planning, such as an existing Will. If you wish, we can also consult with your accountant and/or financial advisor.
The result: A personalized estate plan tailored to your specific needs.
Once your new plan is ready, we provide drafts of all planning documents for your review. To ensure that the finished product properly expresses your wishes and accomplishes your goals, we review it with you to make sure you understand and approve every provision.
Taxable estates: We can help you create a plan that minimizes estate taxes as your assets pass to your ultimate beneficiaries.
Family business owners: We can help ensure that your business passes smoothly on your retirement or death while minimizing transfer taxes.
Planning for life: Estate planning is also about what happens while you’re alive. We can help you execute documents (Power of Attorney, Health Care Proxy, Living Will, etc.) to direct the management of your health and finances by trusted loved ones.