services & industries

Trusts & Estates

The preparation of a will, trusts and other estate documents are all too often left for another day. We have the knowledge, sensitivity and expertise to counsel and assist individuals and families in all aspects of trust and estate planning, wealth management and preservation, as well as lifetime and testamentary gifts. We strive to maintain the proper balance between competing interests among generations and are quite adept at understanding and advising clients in the complex emotional and economic issues inherent in the management, preservation and transfer of wealth and business interests to younger generations. We pride ourselves in being well-trained, excellent listeners and counselors and truly care about our clients and their hopes, dreams and visions.

We realize that estate planning is inherently a lifetime evolutionary process. We guide our clients through life's journey and explain the various costs and benefits of any proposed course of action in a clear and uncomplicated manner. We are sensitive to our clients' unique family and business relationships while suggesting and implementing well established and sound income and estate tax savings techniques. In essence, we constantly endeavor to provide clients with peace of mind and the calm assurance that their wishes will be respected and that the fruit of their lifetime labors will be transferred to the natural objects of their bounty with minimal transfer costs and taxes.

Our Services Include
 

  • Charitable Giving
  • Closely Held Business
  • Estate Planning and Administration
  • Guardianships and Adoptions
  • Gift Planning
  • Healthcare
  • Living Wills
  • Power of Attorney
  • Probate Litigation
  • Retirement Planning
  • Succession Planning
  • Trusts
  • Wealth Management and Preservation
  • Wills