A carefully crafted estate plan is the foundation of a smooth transition between spouses and from one generation to the next.

Effective estate planning involves a variety of legal and financial intricacies. We work to ensure you avoid hazards like risking additional claims on your estate, and search for opportunities like possible savings on income tax and estate administration tax (sometimes called probate fees).

Our services include preparation of wills and trusts as well as powers of attorney for property and personal care.

It is our goal to help your estate survive generational changes, keep family harmony, and reduce tax exposure.

Please contact us to ensure that your estate plan avoids unnecessary taxes on death and a potential distribution of your estate that is not in accordance with your wishes.