Wills and Trusts / Estate Planning

We can help you implement a personalized estate plan by identifying your objectives and addressing your specific needs.  Whether it is drafting Last Wills and Testaments to ensure proper guardians are named for your minor children or incorporating trust provisions to allow for proper administration and management of your assets, we can help you attain your goals.

Tax laws periodically change which can have a significant impact on your estate and the taxes ultimately paid by your heirs.  Our estate planning services include an analysis of any potential estate and income tax issues resulting from these changes, including the development of a plan to mitigate these issues.

Our services may include preparation of the following legal documents:

  • Last Wills and Testaments
  • Powers of Attorney
  • Health Care Proxies
  • Living Wills
  • Qualified Personal Residence Trusts
  • Revocable Trusts
  • Charitable Trusts
  • Grantor Retained Annuity Trusts
  • Education Trusts / Trusts for Children
  • Special Needs Trusts

Representation of Executors / Administrators

An estate administration can be complex and time consuming.   It involves the process of settling a decedent’s estate and transferring property to his or her heirs and beneficiaries. The executor – also called the administrator – is responsible for overseeing the settlement and transfer of the estate assets. Our firm represents executors and administrators during an estate administration, helping them navigate the various legal and procedural requirements to ensure an administration is handled properly.

Representation of Will /Trust Beneficiaries

If you are a named beneficiary under a Will or trust document, we can serve as your advisor throughout the entire estate administration process.   We help ensure that you understand your rights as a beneficiary, and that you receive the benefit to which you are entitled.

Other Legal Services

We also assist our clients with setting up guardianships to protect their family or loved ones.

Please contact our office to learn more about how we can assist you.