Our clients range from individuals with very modest assets to persons with estates valued greater than one hundred million dollars. We work directly with the client, and when appropriate, the client’s financial advisors and accountants. Our goal is to create an estate plan that achieves the client’s goals while minimizing taxes and the burden and expense of the administration of the estate and trust.
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"The Foundations of Estate Planning"
Estate Planning Attorneys:
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.
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