Estate Planning

Planning for your legacy shouldn’t be stressful. Whether you’re just starting to think about the future or facing the loss of a loved one, our compassionate attorneys are here to guide you through the estate planning process with sensitivity and understanding. We take the time to meet with you, listen to your concerns, and delve into the intricacies of your estate, goals, and family dynamics. This in-depth approach allows us to craft a personalized plan that reflects your values and minimizes the burden on your family during a difficult time. With clear communication and expert guidance, we’ll help you achieve peace of mind knowing your legacy is secure.

Our firm’s attorneys possess the expertise to provide comprehensive advice and representation in all areas of estate planning. We are equipped to handle complex and sensitive issues, ensuring that every aspect of your estate is managed with care and competence. Our services include:

• Estate planning that focuses on both tax and non-tax concerns, including the utilization of living trusts, life insurance trusts, wills, and the formation of ancillary entities, such as limited liability companies
• Income, gift, estate, and generation-skipping tax planning for individuals and families
• Gifting programs, which include the formation of educational and irrevocable trusts
• Planning for incapacity, including utilization of Powers of Attorney for property and healthcare

“Estate Planning 101” summarizes several estate planning concepts and provides background information to help prepare you for discussions with your attorney. Click here for more details.

Post-Death Administration

Our firm possesses extensive experience in guiding trustees and beneficiaries through the administration and implementation of estate plans following the loss of a loved one. We prioritize attentive listening to our clients, ensuring sensitivity to their concerns as we assist them through this complex and challenging process.

We offer comprehensive representation for trustees and executors in the administration of trusts and estates, including:

• Full and summary probates of a decedent’s estate
• Proper administration of trusts including sub-trust funding
• Implementation of living trusts, life insurance trusts, and wills
• Administration of charitable trusts
• Fiduciary accountings
• Estate administration questions
• Collection and allocation of trust assets
• Leasing or sale of real property in trust