Estate Planning and Probate

We understand that every client’s most important estate planning goal is to secure a financial sound future for the client and their loves ones.  We help people protect their respective family’s assets and achieve their goals by creating specifically tailored estate planning documents, including trusts, guardianships and wills. From complex property valuation and family business law to establishing guardianship over a minor or a disabled adult, we will develop a strategy that protects your assets.

We provide a complete range of estate planning and probate including the following services:

  • Business Succession Planning
  • Charitable Giving and Foundations
  • Estate and Gift Tax Controversies
  • Elder Law
  • Estate Planning, Wills and Trusts
  • Guardianship and Conservatorship
  • Powers of Attorney
  • Prenuptial and Postnuptial Agreements
  • Preparation of Estate and Fiduciary Tax Returns
  • Probate and Trust Administration
  • Probate and Trust Litigation
  • Special Needs Planning
  • Tax Savings Strategies

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