Protecting Loved Ones Preserving Legacies

We specialize in advising clients through the estate planning process. While each client’s specific goals vary, we take pride in ensuring that our clients all have peace of mind that their goals have been achieved. Whether their goals relate to protection and care of loved ones in the event of incapacity, wealth preservation, asset control/protection, estate and gift tax liability, or probate avoidance, we provide concise, knowledgeable, and efficient advice to our clients.

Our advice ultimately manifests itself in the use of various techniques and strategies including the creation of revocable and irrevocable trusts, wills, powers of attorney, business entities (limited partnerships and/or LLCs), charitable techniques, and the use of gifting programs. In this way we are able to satisfy the unique needs of each of our clients.

Our Mission

To provide high-quality, sophisticated legal services to our clients in real terms that they can be comfortable with and understand. Our practice is dedicated to protecting the lives and livelihoods of our clients and their families.

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Taking Care of Another’s Affairs

Looking out for the needs of another can be a difficult and stressful process. We represent clients who need assistance in taking care of a loved one’s affairs, be they medical or financial – whether the loved one has an estate plan or needs a conservatorship/guardianship.

When a Loved One Dies...

In addition to the emotional and mental upheaval family members experience upon the death of another family member, those family members are often faced with the onerous task of winding up a decedent’s final affairs. Whether through probate or trust administration, we help clients manage those tasks efficiently and legally, deal with difficult heirs and creditors, and distribute inherited property.

When Conflicts Arise...

Often, heirs and trust beneficiaries experience end up at odds with their fiduciary, be it a trustee or personal representative. We zealously represent those beneficiaries, as well as the fiduciaries when those conflicts arise. Our goal is to help resolve their issues in the most efficient way possible, all while achieving the best result for our clients.