Estate Planning & Probate

It is essential to understand that every family’s situation is unique. Estate planning gives families a sense of security that is important to us all. Our collaborative client approach ensures that we’re addressing each scenario in the most relevant, and efficient manner. We walk our clients through all phases of the estate planning process, using a variety of tools to meet our clients’ needs, including:

  • Wills
  • Tax saving trusts
  • Irrevocable and revocable trusts
  • Gift planning
  • Charitable planning
  • Healthcare directives
  • Powers of attorney
  • Distribution planning for retirement accounts
  • Prenuptial and postnuptial agreements
  • Buy-sell agreements
  • Business succession planning
  • Trust and estate litigation

In addition, after the death of a loved one, we assist families with probate and trust administration as well as advising heirs and beneficiaries. We guide our clients through every aspect of the probate and trust administration process. During this process we work closely with accountants skilled in the preparation of state and federal estate tax returns, business appraisers skilled in evaluating closely held corporations, and clients’ other investment and business advisors. Our goal is always to complete the probate and trust administration process in a timely and efficient manner as we recognize what a challenging time this can be.