Estate Planning

We provide a full range of estate planning and tax services to allow our clients to control and protect their wealth.

Our firm offers estate planning, will and trust preparation and estate and trust administration with a wide variety of additional services to the individual. Our practice includes:

  • Preparing wills, trusts and related estate planning documents
  • Planning for aging and incapacity
  • Analyzing assets, liabilities, cash requirements and
    insurance needs
  • Alternatives for protection of the individual, including trusts, durable powers of attorney, health care powers and living wills
  • Advice on fiduciary and estate income tax returns and audits
  • Will and estate litigation
  • Probate administration