Available Services

Wills and revocable trusts are the foundation of your estate plan, allowing you to direct how and when your assets will be distributed to beneficiaries, and to appoint who will make important decisions on your behalf.

We advise clients on the estate and income tax impacts of beneficiary selection, understand IRAs, 401ks, and pension plans, and recommend beneficiary designations that fit within each unique estate plan.

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Life insurance is a relatively easy way to provide for your family. With simple monthly payments, you can purchase a life insurance policy that will disburse to the named beneficiaries upon your death. 

Compassionate, efficient guidance through every stage of probate and trust administration so estates are settled properly, beneficiaries are informed, and your wishes are carried out as intended.

Irrevocable trusts are created for many reasons such as reducing estate or income taxes, offering creditor protection, or encouraging and instilling in beneficiaries certain values or goals. Many types of assets can be held in an irrevocable trust.

Charitable gifts can take many forms and can yield substantial tax advantages if made properly during one’s lifetime or at death. Our attorneys have experience helping clients make charitable gifts of many sizes and variations.

Ensuring you're able to speak for yourself in all decisions, from your medical care to financial affairs.  These matters are handled as part of the initial planning and ongoing maintenance of your estate plan.

We have a deep understanding of asset protection law and planning. As part of the initial planning phase, we can help structure your estate to best suit the long term interests of yourself and your family.

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Working with a trust attorney is vital to ensuring the Trustee is protected in fulfilling his or her legal obligations. A trust attorney can also help ensure the trust’s beneficiaries receive the maximum potential benefits, and minimize any applicable estate taxes.