Wills, Trusts and Estates

We draw from a broad range of estate planning and wealth transfer techniques to help clients provide for their beneficiaries while minimizing taxes and preserving financial assets. Our trust agreements, wills and succession plans are tailored to each client's estate planning needs. Upon a person's passing, we work to quickly and efficiently complete all estate and/or trust administration matters and then distribute the deceased person's assets in accordance with his or her wishes. We offer a wide range of services, including:

• Wills and trusts
• Family limited partnerships, limited liability companies, and buy-sell agreements
• Powers of attorney for property and health care, as well as living wills
• Individual retirement account (IRA), life insurance, and 401(k) beneficiary designation form review and completion
• Funding of trusts with real estate, bank accounts, and other business, financial and personal assets
• Estate administration and distribution through the probate court process and with small estate affidavits
• Trust administration and distribution