Estate Planning 

We provide a full array of personal planning services for individuals and families.  We implement a thorough, personalized approach to assist clients with all of their family planning needs, including tax and estate planning, probate and trust administration. We specialize in wealth preservation and transference to protect families by analyzing the needs and goals of our clients and implementing a plan to meet those objectives.  We emphasize, above all else, educating our clients on the hows and whys of estate planning so they can make informed decisions regarding not only their futures, but the futures of their families and succeeding generations.  

Understanding Estate Planning

We draft wills, trust agreements, durable powers of attorneys, designations of patient advocates, and other estate planning documents on behalf of our clients.  We ensure all of our estate planning documents are prepared and thoroughly explained to our clients so they can be readily understood and are effective in implementing the tax and personal planning strategies which have been formulated.  Our firm stresses, above all else, educating the client on their estate planning issues so they can have peace of mind and security that their legacies will be transferred to succeeding generations and intended beneficiaries according to their wishes, and not the desire of others. 

Our goal is to help our clients achieve individual, retirement planning, and charitable giving so they may preserve and distribute their assets to their family members and intended beneficiaries in the most tax/cost-effective manner possible.   

The Estate Planning Process

Estate planning commences with an initial discussion of the client’s estate planning objectives and an analysis of present and future assets, liabilities, income and expenses.  If the client elects to retain the firm to provide estate planning, then detailed consideration is given to tax and probate ramifications as well as guardianship choices and planning for incapacity or disability.  Thereafter, the estate planning documents are prepared and presented to the clients in an individual meeting so the clients are completely educated on the operation of their estate plan.