Estate PlanningThe firm assists estate planning clients in passing on their assets and their values to their beneficiaries. Estate planning services include:

  • basic estate and disability planning documents such as a will, a financial power of attorney and a medical power of attorney
  • revocable living trusts to avoid probate as well as protect and manage assets for beneficiaries until later ages
  • advanced estate planning techniques such as Heritage Trusts to assist beneficiaries in experiencing self-accomplishment while reducing estate taxes
  • charitable giving plans to assist clients in achieving the satisfaction charitable giving can provide while saving estate and income taxes
  • creation of family foundations to perpetuate the family legacy of philanthropy through the generations

Working with us, you will gain peace of mind in your:


Whether you need legal assistance with running your business, purchasing or selling property, writing an estate plan or administering a trust, we can help you. Let’s set a time when we can talk.