• Wills
• Trusts
• Irrevocable Life Insurance Trusts
• Pet Trusts
• Powers of Attorney
• Healthcare Directives
• Opening an Estate
• Assisting with Distribution of Deceased’s Assets
• Inheritance Tax Return
  

We work closely with our clients to help them preserve their property and minimize tax consequences for their children and future generations.  We advise clients on how to structure transferring a family business, gifting assets to reduce the estate, and making charitable donations.

We spend time with our clients to create the estate plan that they want including preparing Wills, Powers of Attorney, Healthcare Directives, and Trusts to meet the wishes of our clients.  We can prepare Irrevocable Life Insurance Trusts and also Pet Trusts to care for your pets.

After the death of a loved one, we provide guidance on how to open an Estate.  We help our clients through the steps of how to Probate an Estate, make the required publications and notices to heirs, prepare the inheritance tax return, make and file the final accounts, and make proper distribution of the assets.  This can be a difficult time for our clients and we work hard to explain the process and make it as simple and smooth as possible.