Estate Planning

 

Our attorneys represent a wide variety of clients with respect to estate planning. From helping young families in need of a first will, to assisting more mature clients with guardianship petitions, health care proxies, powers of attorney, revocable and irrevocable trusts, to designing and implementing complex business succession and estate plans for owners of closely held businesses. The firm will provide customized estate planning and wealth transfer strategies tailored to each individual’s situation.

 

We work closely with our clients' accountants, financial planners and insurance brokers to create an integrated plan that achieves our clients’ financial long-term goals, while securing the maximum benefit for our clients, their families and their chosen charities.

 

Probate and Estate Administration

 

Upon the death of a family member, friend, or loved one, that person’s estate must be managed. Our attorneys understand the complex process involved in estate administration as well as the emotional experience during managing ones estate. We will thoroughly review estate planning materials as well as the decedent’s wishes in order to create a personalized estate management scheme to ensure assets are distributed according to estate plans or by order of the probate court. Our attorneys have the knowledge and experience across disciplines to allow its clients to manage a loved ones estate without any added stress and pressure.