Properly planning for the distribution of your assets and management of your estate is essential for ensuring that your wishes are carried out and your loved ones are provided for after your death. Trusts and estates can also be used for tax planning and asset protection, helping to maximize the value of your assets for yourself and your beneficiaries.
How We Work
Our team will work closely with you to understand your goals and create a customized plan that meets your needs. We will assist you with the creation of legal documents such as wills and trusts, advise on tax and estate planning, and represent you in probate court.
We are a team composed of experienced attorneys who have handled a wide range of trusts and estates matters. We take a holistic approach, considering not only legal and financial concerns, but also personal and familial dynamics.
We work closely with our clients, keeping them informed and involved throughout the process. We also work with other professionals, such as financial advisors and accountants, as necessary to build the strongest estate plan possible.
We help our clients achieve peace of mind, secure their legacy, and protect their assets for themselves and their loved ones.
Wills & Trusts: We can assist you in drafting a will and creating trusts for a variety of purposes, such as asset protection, tax planning, and charitable giving.
Probate & Estate Administration: We can help you navigate the probate process and administer your estate, ensuring that your assets are distributed according to your wishes.
Tax Planning & Asset Protection: We can advise on ways to minimize taxes and protect your assets, both during your lifetime and after your death.
Guardianship & Conservatorship: We can assist with the appointment of guardians and conservators for incapacitated individuals, and help manage their assets.
Trust and Estate Litigation: We can represent clients in disputes over trusts and estates, such as will contests and breach of trust claims.