Estate Planning

We offer a comprehensive range of estate planning services.  Your goal may be simply to not leave a burden for anyone, or you may wish to address more detailed concerns such as:

  • Estate Tax Planning
  • Blended Family Issues
  • Special Needs Considerations
  • Charitable Planning
  • Business Succession Planning
  • Beneficiary Asset Protection
  • Providing for Pets
  • Lifetime Gifting
  • Simplifying your existing plan

We will discuss each concern with you and create a customized plan to achieve your goals without over-complicating your situation.  A typical estate plan structure is either a Trust-based or Will-based plan.  We will work together to determine which structure best suits your needs.

Trust-based planning

  • Revocable Trust
  • Last Will and Testament
  • Financial Power of Attorney
  • Medical Power of Attorney
  • Health Care Directive (Living Will) and HIPAA consent form
  • Irrevocable Trust(s) if appropriate such as: Insurance Trust; Charitable Trust; Grantor Trust; Gift Trust
  • Trust funding assistance

Will-based planning

  • Last Will and Testament
  • Financial Power of Attorney
  • Medical Power of Attorney
  • Health Care Directive (Living Will) and HIPAA consent form

Estate & Trust Administration / Probate

The Estate and Trust administration process can feel overwhelming. We will explain your responsibilities and guide you through the process.  We strive to make everything as straightforward and efficient as possible.

Probate is a court-supervised process for distributing the individually owned assets of a deceased person.  Assets are distributed to beneficiaries in accordance to the instructions in the person’s Last Will and Testament, if they left one, otherwise in accordance with state law.  If Probate is necessary, we will work to ensure the most efficient administration as possible.

Other Services

We offer a range of legal services ancillary to your estate planning or administration needs.

  • Pre-nuptial and Post-nuptial Agreements
  • Trust funding assistance
  • General Warranty Deeds
  • Beneficiary Deeds
  • Promissory Notes
  • Gifting
  • Business succession planning
  • Asset protection planning
  • Beneficiary Representation
  • Financial Advisor Support