Attorneys at Law

Estate Planning

Estate planning, like life, is about balancing priorities. That's easier to do when you have not just a lawyer, but a legal partner, able to help you understand the necessary planning and feel comfortable about the decisions you make. It's part of our character—we know how difficult this task can be, and have the compassion and commitment to make each step easier. Our objective is to determine your priorities and your goals, with respect to both your family and your finances, and then help you achieve them.

Whether it's planning for the possibility of your own incapacity through tools such as health care directives and powers of attorney, or planning for the distribution of your personal and business assets upon your death through tools such as wills and trusts, we have longstanding expertise at helping clients through the process to reach the best outcomes.

Services

Our estate planning attorneys offer services for small to very large estates, including but not limited to:

  • Antenuptial Agreements
  • Beneficiary Designations
  • Business Succession Planning and Retirement Planning
  • Change of Residency Planning
  • Deeds
  • Estate Tax Planning and Disclaimers
  • Estate Planning for Non-Traditional Families
  • Family Limited Partnerships and Limited Liability Companies
  • Financial Powers of Attorney
  • Gifting and Gift Tax Planning
  • Health Care Directives
  • Intentionally Defective Grantor Trusts
  • Nomination of Guardians for Children
  • Post Death Probate and Trust Administration
  • Revocable Living Trusts
  • Life Insurance Trusts, Supplemental/Special Needs and other related Trusts Wills
  • Probate and Trust Administration
  • Formal and Informal Probates
  • Supplemental/Special Needs Trust Administration
  • Will Contests
  • Conservatorships and Guardianships
  • Establishment and Administration
  • Contested and Uncontested Matters