Estate Planning

We can help you plan your estate so that your property will be distributed according to your wishes. We can assist you with business succession planning. We will help you avoid probate when appropriate, and eliminate or minimize estate taxes. We also work with families or personal representatives to settle estates including accounting for all assets, paying appropriate bills, preparing and filing tax forms, and distributing assets. We will also help you plan for the possibility of disability or incapacity.

We prepare the following:

  • Wills
  • Living trusts
  • Tax-saving trusts
  • Insurance trusts
  • Charitable trusts
  • Durable powers of attorney
  • Health care powers of attorney