We are continually adapting new areas of practice as the law, legal landscape and economic conditions continue to evolve. While our firm was formed to focus on estate planning and estate administration, we quickly responded to our clients' needs to handle business planning, transactions, and litigation matters because our clients wanted to continue working with us relating to other aspects of their lives and businesses. In many firms clients are passed on to other practice groups or referred to other law firms to handle issues outside of the trust and estate area. Our clients wanted to "keep it in the family" where they had developed a sense of trust, so we expanded and now are proud to provide a wide array of related services for our clients.

Estate Planning

Our clients range from individuals with assets of several hundreds of thousands of dollars to persons with estates valued in the millions of dollars. We work directly with the client, and, where appropriate, the client's advisors and accountants. Our goal is to provide tax and business planning advice and create an estate plan that achieves the client's goals while minimizing the time and expense of estate administration.

Traditional estate planning attempts to grow and preserve a client's wealth while effecting the most tax efficient transfer of assets to family members and other significant individuals, as well as charitable organizations. Estate planning plays a critical role, both during and after one's life. Individuals must consider use of wills, trusts, powers of attorneys, living wills and organ donation forms, as well as other vehicles, such as family limited partnerships and private foundations. We understand the recent changes in the law and have counseled numerous clients in making decisions to preserve and increase their wealth during their lifetime, to ensure their healthcare decisions are respected, and to transfer their wealth to future generations.