Wills and Estate Planning

Highly experienced in estate and tax planning, our attorneys create practical, personalized plans for you and your family. From preparing basic wills for couples just starting life’s journey to formulating elaborate plans for high-net-worth families with complex tax and business issues, we have the knowledge and experience to handle all your estate planning needs. We offer up-front pricing, often on a flat fee basis. Our reliable communication, efficient processes and quick turnaround time help streamline the process every step of the way.

Why choose us

  • Proven expertise in all facets of estate planning
  • Efficient, personal service and practical advice
  • Over 60 combined years of planning experience and hundreds of estate plans
  • Skilled at simplifying the process for our clients
  • Advance Directives for Healthcare, Living Wills, & HIPAA Authorizations
  • Practical advice concerning conflict prevention
  • Extensive knowledge concerning business succession issues
  • Consistently rated highly by our peers and clients
  • Proven track record of effective solutions and satisfied clients
  • Wills
  • Trusts
  • Tax Planning
    • Lifetime Wealth Transfer and Gifting Strategies
    • Family Limited Partnerships
    • Generation Skipping Transfers and Dynasty Trusts
    • Charitable Planning, CRATs, CLATs
    • GRATS and GRITS
    • Life Insurance Trusts
    • Planning for income tax basis of assets/ basis step-up
  • Financial Powers of Attorney
  • Advance Directives for Healthcare, Living Wills, and HIPAA Authorizations
  • Guardianships for Minor Children
  • Special Needs Trusts
  • Selection of executors, trustees, and trust protectors
  • Deeds, Assignments, Life Estates, etc.

Practice Areas